David Vaughan Investments Announces Stephanie Ricketts as a New Officer
The Board of Managers of David Vaughan Investments officially appointed Stephanie Ricketts, CFP® as an Officer of the company at the first quarter meeting.
PEORIA, Ill, April 25, 2022 /PRNewswire-PRWeb/ --David Vaughan Investments, LLC (DVI) is pleased to announce Stephanie Ricketts as a new Officer of the company.
The Board of Managers of David Vaughan Investments officially appointed Stephanie Ricketts, CFP® as an Officer of the company at the first quarter meeting. Stephanie is an industry veteran with over 25 years of experience in the financial services industry. She joined DVI in 2007 and quickly established herself as a hard-working and knowledgeable Senior Relationship Manager. As Director of Client Services, she has also shown strong leadership skills by overseeing Associates in both the Peoria and Winter Park offices.
"The Board of Managers and I are pleased to recognize Stephanie's recent promotion as a Corporate Officer and to celebrate her new status as a DVI shareholder," said Will Williams, DVI's Chairman, President & CEO. "Over the past several years, Stephanie has taken on the management responsibility of our growing Client Services Department and has provided superior leadership and direction to that group during extraordinary operating conditions. Moreover, she continues to provide our clients thoughtful insight and strategic financial advice as a Senior Relationship Manager. Stephanie is a welcome addition to DVI's leadership team and we look forward to her positive impact on the firm well into the future."
About David Vaughan Investments, LLC
DVI is an investment advisory firm with locations in Peoria, Illinois and Winter Park, Florida. As of March 31, 2022, DVI had total assets under advisement of $4.6 billion. In the fall of 2017, DVI established a new partnership with Morton Community Bank, a $4.9 billion independently owned community bank headquartered in Central Illinois.
For the past 45 years, DVI has provided superior asset management services and wealth management solutions to high-net-worth individual and institutional investors. DVI employs a "Quiet Quality" approach to investment management: people of integrity, acting in their clients' best interests... helping them plan for the future, protect what they have worked so hard to attain, and prosper today and for generations to come. For more information visit http://www.dviinc.com.
SOURCE: David Vaughan Investments, LLC
Media Contact
Beth Salmon, David Vaughan Investments LLC, 1 3096850033, [email protected]
SOURCE David Vaughan Investments LLC
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