Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Victory Financial
Multi-team
Firm-wide stats for Victory Financial
About
Victory Financial Group serves a broad mix of individual clients (including high‑net‑worth individuals), trusts, estates, tax‑qualified retirement plans, small businesses and charitable organizations. The firm provides financial planning and consulting, discretionary investment and wealth management, and ERISA plan services including both 3(21) advisory and discretionary 3(38) fiduciary plan management.
The firm’s investment approach is asset‑allocation driven, using a derivative of Modern Portfolio Theory alongside fundamental, cyclical and behavioral analysis to construct model portfolios (ranging from Aggressive to Capital Preservation) that emphasize mutual funds and ETFs. Victory tailors accounts through its adviser teams and may allocate to third‑party independent managers, conducts quarterly client reviews, uses a third‑party platform to manage held‑away assets on a non‑discretionary basis, and performs semi‑annual model deep dives with tactical rebalancing as warranted.
Victory’s brochure discloses a number of features that distinguish it from many peers: it engages solicitors and pays referral fees, offers discounted planning rates for clients of an affiliated All In Planning group, and maintains affiliated insurance and broker‑dealer relationships while using Schwab for custody and receiving in‑kind support. The firm also discloses the use of testimonials in advertising and describes access to structured‑note investments and held‑away account management, practices that are less common among multi‑team advisers.
Based on Victory Financial
Location
Dallas TX
Advisors at this office
3
Advisors at this office
Christine G
Series 63, Series 65
Dallas, TX
Victory Financial
Christine Gammill is a financial advisor at Victory Financial with 30 years of industry experience. She has held roles at Equitable Advisors and AXA Advisors, LLC. Outside of her advisory work, she is a member of Collaborative Law Dallas and Executive Women of Dallas. Victory Financial Group serves a diverse clientele, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory, combining fundamental, cyclical, and behavioral analysis to manage model portfolios that range from Aggressive to Capital Preservation.
Anthony D
Series 66
Dallas, TX
Victory Financial
Anthony De Stefano is a financial advisor at Victory Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Equitable and related affiliates from 2019 to 2026. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and offers financial planning, discretionary investment management, and ERISA plan services.
William G
CFP®, Series 63, Series 65
Dallas, TX
Victory Financial
William Gammill is a CFP® professional with 37 years of experience in the financial industry. He is currently with Victory Financial and has previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory work, he is a member of FREETIME, LLC. Victory Financial Group serves a diverse clientele including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to build tailored model portfolios.
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