VM Wealth Management Advisors
The Vision of the Business Development Unit is to continuously reflect the tenets of Flexibility, Integrity and Teamwork whilst engendering world class client relationship management, and wealth creation. Our team of Advisors has dynamic backgrounds and personalities, but they have one thing in common – applying expertise in their partnership with you to safeguard your financial well being.
Premium Wealth Officer
Jodie-Ann Bennett is a successful female in the financial arena and brings a wealth of knowledge spanning over 19 years in the field. Her experiences come, having worked with Dehring, Bunting and Golding, Pan Caribbean Financial Services and most recently Mayberry Investments Limited.
She has managed to remain successful as an Advisor by creating and fostering meaningful relationships. She executes her functions with a high level of professionalism but manages to remain humbled despite her success in the field as she maintains and firmly believes that there is always room for growth in any aspect of one’s life.
She is a mother of one and her hobbies include reading, doing puzzles, swimming and socializing with others.
Tel: (876) 577-7311
Senior Wealth Advisors
Peta-Gaye is known for her superb customer experience which she displays to her clients, having worked for 4 years in the Banking Sector. She joined VM Wealth Management on November 1, 2018 as a Wealth Advisor and is focused on providing sound financial advice and solutions to her clients.
Tel: (876) 551-0058
Petagaye Sang Rose
Petagaye Sang Rose, has over 15 years of experience in banking and investment. Her expertise spans portfolio planning, client service, operations, and securities, as well as training and employee development. Petagaye currently holds her Bachelor of Science Degree in Management Studies from the Northern Caribbean University (NCU).
Petagaye prides herself in being customer centric and ensures that she tailors investment solutions that would suit her clients’ unique needs.
Tel: (876) 383-4309
Focused and tenacious aptly describe Wealth Advisor, Javone Mckenzie. With nearly 5 years of experience in Banking and Investment, Javone has an admirable track record for exceptional service delivery and for being able to customize investment solutions for each client.
Javone has his Bachelor of Science in Banking and Finance from the University of the West Indies and is certified in Securities and Portfolio Management.
A fitness and wellness enthusiast, Javone spends long hours in the gym.
Tel: (876) 877-5540
Tudie Nanco is a seasoned Wealth Advisor, having excelled in the industry for over 15 years.
With a degree in Corporate Finance from the University of the Commonwealth Caribbean, Tudie has an enviable track record in assisting businesses to achieve their investment goals.
At the heart of Tudie’s success is her passion for offering exceptional customer service.
Tel: (876) 877-9985
Stephen Bravo is committed to providing his clients with sound financial advice, by guiding their investments as well as diligently managing their portfolio.
Stephen is an alumni of Campion College and holds a Bachelor of Science degree in Economics (Hons.) from the University of the West Indies Mona.
Stephen is a Wealth Advisor who is able to balance his demanding role with other passions such as watching football, reading and music production.
Tel: (876) 423-5371
Tawana Townsend-Bown brings to Victoria Mutual Wealth Management, her expertise in Finance and Banking, having gained over five years of experience in the industry. With a guiding philosophy of delivering happiness to her customers and colleagues, as a Wealth Advisor, Tawana ensures that she maintains high levels of customer satisfaction while aligning her client’s goals with market performance.
Tawanna holds a Bachelor of Business Administration in Marketing with a minor in Finance and Banking and is certified in Securities and Portfolio Management. She is an avid reader, enjoys doing 5ks and spending time with family. Tawanna also believes in giving back to her community which she does through her membership in the Kiwanis Club of St. Ann.
Tel: (876) 553-1196
As a young professional with experience in client services, Danelle-Ashley Jacobs delivers innovative and exciting solutions for clients as they work towards achieving their investment goals.
Danelle has her Bachelor of Arts Degree in Psychology from the University of the West Indies and is certified in Securities and Portfolio Management.
Tel: (876) 552-2517
Trace Gayle is a Marketing and Sales professional with over 14 years of cross-industry experience in Hospitality, Tele-communication, and Banking & Finance.
Trace joined the Victoria Mutual Wealth Management (VMWM) team in April 2019 and since then has been effectively guiding clients on creating and maximizing on the best investment and business solution opportunities. He holds a Bachelor of Science Degree in Tourism Management from the University of the West Indies, Center for Hotel and Tourism Management, Nassau, Bahamas.
Tel: (876) 552-7128
Phillip Broderick is a skilled Wealth Advisor who is proficient in developing effective financial plans to meet the financial objectives of his clients.
Phillip has his Bachelor of Science Degree in Finance and Banking from the University of Technology, Jamaica and is certified in Securities and Portfolio Management.
Tel: (876) 505-5387