Vicky Teherani
President at More2 Wealth Management/LPL Financial Independent Advisor | Dallas, Texas, United States
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Vicky Teherani, as the President of More2 Wealth Management and an Independent Advisor with LPL Financial, brings over thirty years of extensive investing experience to the table, navigating both bullish and bearish markets with a steady hand. Her expertise lies in long-term financial planning, where she collaborates closely with clients to create tailored investment strategies that align with their unique goals and risk tolerances. Vicky’s approach is rooted in building trust and forming lasting relationships, ensuring that her clients feel supported throughout their financial journeys.
At More2 Wealth Management, Vicky leads key projects aimed at enhancing financial literacy and security for clients at every stage of their careers. She understands that investing can be intimidating, which is why she prioritizes clear communication and education, empowering clients to make informed decisions about their financial futures. Vicky’s commitment to giving back is evident in her philanthropic initiatives, where she encourages clients to consider the impact of their wealth on the community.
Her skill set encompasses strategic planning, financial analysis, and team building, allowing her to effectively negotiate and manage client accounts while fostering a collaborative environment within her team. Vicky’s proficiency in Microsoft Excel and forecasting further enhances her ability to develop comprehensive financial plans that adapt to changing market conditions. With a focus on customer service and leadership, Vicky Teherani exemplifies what it means to be a trusted advisor in the wealth management industry, guiding clients toward financial security and peace of mind.
CFO at PAJ, Inc (Prime Art & Jewel) in May 2016 to Present
President at More2 Wealth Management/LPL Financial Independent Advisor in May 2015 to Present
President at VT-Capital, Inc. in January 2014 to May 2021
CEO/CFO at Rolland Safe and Lock Company in February 2008 to November 2013
Vice President and General Manager Managed Services/Vice President and Treasurer at A. H. Belo in September 1983 to May 1998
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Team Building
Retail
Contract Negotiation
New Business Development
Negotiation
Sales Management
Inventory Management
Sales
Account Management
Start-ups
Process Improvement
Conflict Resolution
Microsoft Excel
Customer Service
Financial Analysis
Forecasting
Leadership
Strategic Planning
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What is Vicky Teherani email address?
Email Vicky Teherani at [email protected] and [email protected]. This email is the most updated Vicky Teherani email found in 2026.
What is Vicky Teherani phone number?
Vicky Teherani phone number is +18437425579 and +19724904925.
How to contact Vicky Teherani?
To contact Vicky Teherani send an email to [email protected] or [email protected]. If you want to call Vicky Teherani try calling on +18437425579 and +19724904925. (updated on November 04, 2024)
What company does Vicky Teherani work for?
Vicky Teherani works for More2 Wealth Management/LPL Financial Independent Advisor
What is Vicky Teherani's role at More2 Wealth Management/LPL Financial Independent Advisor?
Vicky Teherani is President
What industry does Vicky Teherani work in?
Vicky Teherani works in the Investment Management industry.
Vicky Teherani Email Addresses
Vicky Teherani Phone Numbers
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