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

Kingston

Jodie-Ann Bennett

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.

Contact Information:
Tel: (876) 577-7311
Email: jodie-ann.bennett@myvmgroup.com

Senior Wealth Advisors

Kingston

Peta-Gaye Russell-Peart

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.

Contact Information:
Tel: (876) 551-0058
Email: peta-gaye.russell-peart@myvmgroup.com

 

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.

Contact Information:
Tel: (876) 383-4309
Email: petagaye.sangrose@myvmgroup.com

Wealth Advisors

Mandeville

Javone McKenzie

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.

Contact Information:

Tel: (876) 877-5540
Email: javone.mckenzie@myvmgroup.com

Kingston

Tudie Nanco

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.

Contact Information:
Tel: (876) 877-9985
Email: tudie.nanco@myvmgroup.com

Stephen Bravo 

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.

Contact Information:
Tel: (876) 423-5371
Email: stephen.bravo@myvmgroup.com

Ocho Rios

Tawana Townsend-Brown

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.

Contact Information:
Tel: (876) 553-1196
Email: tawana.brown@myvmgroup.com

Montego Bay

 

Portmore

Danelle-Ashley Jacobs

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.

Contact Information:
Tel: (876) 552-2517
Email: danelle-ashley.jacobs@myvmgroup.com

 

Wealth Officers

Kingston

Trace Gayle

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.

Contact Information:
Tel: (876) 552-7128
Email: trace.gayle@myvmgroup.com

 

Phillip Broderick

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.

Contact Information:
Tel: (876) 505-5387
Email: phillip.broderick@myvmgroup.com

 


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