Broker Check

Vicki L Healy CPA, P.A.

Vicki L Healy CPA, P.A.

President

(239) 244-8837
[email protected]

My family is from Tulsa, Oklahoma and I was raised mostly there, although for six years we traveled all over the country since my dad was a professional musician. I moved to Florida in 1986 where I met my husband. We have two sons. 

I have been a CPA since 1997 and have worked in both public accounting and the home building industry. I have been a registered representative since 2009.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.