Victoria Noelle Williams

Employer firm

Wellfull CRD 288705

$866M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → Present
  Bernardo Wealth Planning
  Harleysville, PA
• 08/2022 → 12/2022
  Messiah University
  Mechanicsburg, PA
• 05/2021 → 08/2021
  Crocs
  Limerick, PA
• 08/2020 → 05/2023
  Messiah University
  Mechanicsburg, PA
• 07/2013 → 08/2020
  School
  Pennsburg, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-20