Virtus Wealth Advisors

OUR VISION: Virtus Wealth Advisors courageously helps lead our clients to accomplish life’s gifts of freedom and choice through financial planning and consultative advice.

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Team photo for Virtus Wealth Advisors
Team photo for Virtus Wealth Advisors

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Advisors

Advisor photo for Steven Merenda

Steven Merenda

CFP®, CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Visit Steven Merenda's website
Advisor photo for Chris Hosko

Chris Hosko

CFP®, CRPC

Financial Advisor

Franchise Owner
Visit Chris Hosko's website
Advisor photo for Mark Hopler

Mark Hopler

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mark Hopler's website
Advisor photo for Russell Wilson

Russell Wilson

AWMA℠, AAMS, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Russell Wilson's website
Advisor photo for Caleb Sibley

Caleb Sibley

APMA

Financial Advisor

Visit Caleb Sibley's website
Advisor photo for Patricia Anne Donald

Patricia Anne Donald

Financial Advisor

Visit Patricia Anne Donald's website


Team

Jenny Baez-Galyon

Jenny Baez-Galyon

Operations Manager,

Chief Operating Officer of Virtus Wealth Advisors

Qualifications

  • With Ameriprise since 2001
  • Florida Notary Public

Roles & Responsibilities

  • Hiring and Training
  • Human Resources
  • Office Procedures Development and Implementation
  • Reports and Database Management
  • Compliance and Training
  • Estate Management
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Cheryl Louis

Cheryl Louis

Client Service Coordinator

Qualifications

  • 15+ years of customer service experience

Roles & Responsibilities

  • Client Service and Communication
  • Practice Scheduling
  • Client Information Maintenance and Data Updates
  • Administrative Support
  • Tax Document Information
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Nikki Blevins

Nikki Blevins

Marketing Manager,

Event Planner

Qualifications

  • 20+ years in the financial industry. With Ameriprise Financial since 2012

Roles & Responsibilities

  • Marketing Strategy and Advertising
  • New Business Opportunities
  • Social Media and Websites
  • Event Planning
  • Branding
  • Client Onboarding
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Joshua Russell

Joshua Russell

Operations Specialist

Qualifications

  • Bachelor of Science in Finance from University of Central Florida

Roles & Responsibilities

  • Portfolio Management and Market Research
  • Structured Products, Private Placements, UIT's and CD renewals
  • Money Movement, Account Suitability
  • Trading and Rebalancing, MAAR's, CAR's and RMD's
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Olivia Merenda

Olivia Merenda

Financial Planning Assistant

Qualifications

  • Bachelor of Science in Finance from Florida State University

  • SIE- Securities Industry Essentials Examination

  • Series 65- Uniform Investment Advisor Law

  • Series 63- Uniform Securities Agent State Law Exam

Roles & Responsibilities

  • Financial Plan Data Gathering
  • Create, Close, and Review Financial Plans
  • Insurance Illustrations
  • Insurance and Annuity Funding
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