Virtus Wealth Advisors

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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®, CRPC, APMA®

Financial Advisor

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

Russell Wilson

AWMA®, AAMS®, CRPC

Financial Advisor

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

Caleb Sibley

CFP®, APMA®

Financial Advisor

Visit Caleb Sibley'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 and Implementation
  • Reports and Database Management
  • Compliance and Licensing
  • Estate Settlements
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Cheryl Louis

Cheryl Louis

Client Service Coordinator

Qualifications

  • 15+ years of customer service experience

Roles & Responsibilities

  • Client Service and Communications
  • 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 financial industry

  • With Ameriprise 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 UCF

Roles & Responsibilities

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

Olivia Merenda

Operations Specialist

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 Renew Financial Plans
  • Insurance Illustrations
  • Insurance and Annuity Funding
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