With over 20 years of experience in the financial services industry, Vivian has worked closely with advisors to provide consistent support and care throughout every stage of a client’s experience. From tracking the progress of new accounts, overseeing client services and requests, and coordinating annual client reviews, Vivian is committed to ensuring everything is handled accurately and efficiently.
With Vivian’s deep knowledge, organization, and familiar presence to her role, many clients have come to know and rely on her attention to detail, responsiveness, and genuine commitment to making sure their needs are met. As clients transition to Payson Wealth Management, Vivian maintains a presence in Florida and continues to provide the same level of support and personalized service clients have always received.
Outside of work, Vivian enjoys spending time with her family and pets. She and her husband, Marco, are proud parents of two grown sons, have two adorable little dogs, and especially love time with their 3 grandchildren.