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William C

CFP®, Series 63, Series 65

Stuart, FL

Victrix Investment Advisors

William Chapman is a CFP® with 21 years of industry experience currently serving at Victrix Investment Advisors. His prior roles include positions at Fogel Capital Management Inc., Great Lakes & Atlantic Wealth Management, and his own firm, Chapman Capital Advisors. From 2018 to 2021, he also worked in real estate. Victrix Investment Advisors provides investment advisory services to individuals, trusts, and retirement plans, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, managing approximately $343 million across several hundred client accounts.

Options & derivatives strategies
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William T

CFP®

Stuart, FL

Victrix Investment Advisors

William Thompson IV is a CFP® professional with 13 years of experience serving clients at Victrix Investment Advisors in Stuart, FL. He has been with Victrix since 2013. Victrix Investment Advisors provides investment advisory services to individual investors, trusts, and retirement plan clients, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement long- and short-term strategies and manages approximately $343 million across several hundred client accounts.

Options & derivatives strategies
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Ross C

CFP®

Stuart, FL

Victrix Investment Advisors

Ross Cutler is a CFP® professional with five years of industry experience. He is currently with Victrix Investment Advisors and has previously worked at King Tide Advisors LLC, Core Group Financial, LLC, and AAFMAA Wealth Management & Trust Company. Outside of his advisory role, Mr. Cutler is a passive investor with a 50% ownership in a daycare business in Stuart, FL. Victrix Investment Advisors serves individual investors, trusts, and retirement plan clients by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods to implement both long-term and short-term strategies and is noted for its use of derivatives and options strategies within separately managed accounts.

Options & derivatives strategies
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Jami M

Series 66

Stuart, FL

Victrix Investment Advisors

Jami McCree is a financial advisor at Victrix Investment Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of advisory work, she serves as a scheduler for a handyman services business. Victrix Investment Advisors provides investment advisory services to individuals, trusts, and retirement plan clients with a focus on customized financial planning and asset management. The firm employs a variety of analytical methods and offers discretionary and non-discretionary management, including the use of derivatives and options strategies in certain accounts.

Options & derivatives strategies
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Young P

CFP®, Series 63, Series 65

Bethesda, MD

Victrix Investment Advisors

Young Park is a CFP® with 11 years of experience in the industry. He currently works at Victrix Investment Advisors and King Tide Advisors LLC, having previously held positions at Aafmaa Wealth Management & Trust, Alexis Goines Agency Allstate, Fortera Credit Union, and Cuso Financial Services, LP. He serves as Assistant Treasurer for the Military Order of the World Wars General George G. Meade Chapter. Victrix Investment Advisors provides fee-only investment advisory services to individual investors, trusts, and retirement plan clients. The firm employs a mix of fundamental, technical, and cyclical analysis to create tailored financial profiles and investment plans, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting.

Options & derivatives strategies
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Kevin K

Series 66

Stuart, FL

Victrix Investment Advisors

Kevin Kennedy is a financial advisor at Victrix Investment Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Money Concepts. Outside of advising, Kevin acts professionally in stage and screen productions, hosts the "Mountain Money" radio show on KPCW, and owns a bee rental and hive maintenance business. Victrix Investment Advisors serves individual investors, trusts, and retirement plan clients, providing discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm applies a combination of fundamental, technical, and cyclical analysis in its investment strategies and uses derivatives and related techniques in separately managed accounts.

Options & derivatives strategies
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Christina D

Series 66

Mooresville, NC

Victrix Investment Advisors

Christina Dell'aquila is a financial advisor at Victrix Investment Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wealth Advisors Trust Company and Lincoln Financial Advisors Corporation. Outside of her advisory role, she provides freelance pet sitting services through Rover. Victrix Investment Advisors offers investment advisory services to individuals, trusts, and retirement plan clients, managing approximately $343 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, and it utilizes derivatives and related strategies in some separately managed accounts.

Options & derivatives strategies
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