Victoria Curtis

Victoria Curtis brings over 20 years of experience in private banking, wealth management, and client services to her role as Client Services Representative at S. R. Schill & Associates. Known for her precision, professionalism, and dedication to client advocacy, Victoria has built a career supporting high-net-worth clients through complex financial needs, from investment planning and account management to tax coordination and estate services. 

Before joining S. R. Schill & Associates, Victoria held senior client support and financial services roles at Coldstream Wealth Management, Morgan Stanley, and JPMorgan Chase & Co., where she managed client portfolios, guided onboarding and account maintenance, and collaborated closely with advisors, attorneys, and CPAs to ensure seamless financial operations. Early in her career, she developed and grew private banking portfolios at Sterling Savings Bank and Bank of America, earning recognition for her client-focused approach and business development success. 

Victoria holds a Bachelor of Arts in English and Technical Writing with a minor in Political Science from Western Washington University. She has previously held FINRA Series 6 and 63 registrations. In her role at S. R. Schill & Associates, Victoria is committed to delivering high-touch service, ensuring clients receive the personalized attention and guidance they need to achieve both financial and long-term life goals.