With more than 34 years of experience in the financial services industry, Vicky DeShazier is passionate about building long-term relationships that support clients in working toward their financial goals. She focuses on retirement strategies, estate considerations, long-term care, and life insurance, and she is especially enthusiastic about collaborating with women and serving as an advocate for financial education and understanding of wealth.
Over the course of her career, Vicky has worked with MetLife, Chase Bank, and Morgan Stanley. She holds the Life Underwriter Training Council Fellow (LUTCF®) designation and has been recognized multiple times as a Five Star Wealth Manager*, with features in Fortune Magazine and The Wall Street Journal**. She also contributes to MassMutual and WestPoint Financial Group advisory boards and volunteers her time in community organizations.
Beyond her career, Vicky enjoys reading, music, dancing, cooking, and traveling. She believes that the same energy and curiosity she brings to her personal passions also shape her dedication to her clients and community.
*The 2013–2019, 2022–2023 Five Star Wealth Manager awards were issued by Five Star Professional (FSP) on the following dates for the periods covering the previous 12 months: 2013 award issued 10/1/2013 for 10/1/2012–9/30/2013; 2014 award issued 10/1/2014 for 10/1/2013–9/30/2014; 2015 award issued 10/1/2015 for 10/1/2014–9/30/2015; 2016 award issued 10/1/2016 for 10/1/2015–9/30/2016; 2017 award issued 10/1/2017 for 10/1/2016–9/30/2017; 2018 award issued 10/1/2018 for 10/1/2017–9/30/2018; 2019 award issued 10/1/2019 for 10/1/2018–9/30/2019; 2022 award issued 10/1/2022 for 10/1/2021–9/30/2022; and 2023 award issued 10/1/2023 for 10/1/2022–9/30/2023. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.
** Being featured in Fortune Magazine and The Wall Street Journal is not an endorsement or ranking. These features highlight recipients of the Five Star Wealth Manager Award and should not be interpreted as a guarantee of future results.
