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Victoria M. Allard

Victoria joined Battaglini & Company in 2009 and serves as our Wealth Design Specialist & Marketing Coordinator.  Victoria holds a Series 6, 63, and 7 registration through LPL Financial. Victoria’s principal role is to assist Joe with all things financial planning related, retirement planning, client account management & transfers, as well as client communication satisfaction.  In addition to the financial planning side, she handles most marketing for the business, building and maintaining the company’s website and social media campaigns. Victoria also assists in helping the team out with technical assistance and operations, as well as working with everyone on all levels of client service and fulfillment.  

Victoria graduated from West Chester University with a Bachelor's degree in Business Management, with a focus in Accounting.  In her free time she enjoys spending time with her loveable Goldendoodle, LuLu, family and friends!