About Victoria Underhill
Victoria Underhill is a Financial Advisor with The Mergner Group at Morgan Stanley. Leveraging her experience, Victoria is dedicated to working with executives to manage their roles as fiduciaries and stewards of their organization.
Victoria began her career with a boutique Broker/Dealer in 2007, serving in several advisory related and supervisory roles. Before moving the Morgan Stanley in 2019, Victoria was the Director of Individual and Corporate Planning with an independent Registered Investment Advisor firm. She holds the Series 7, 66, 24, 52 and 53 FINRA registrations as well as those in health and life insurance. In addition, Victoria earned the Qualified Plan Financial Consultant (QPFC) designation to further assist retirement plan sponsors and ultimately help their employees prepare for retirement. Victoria was named to The Pacesetters Club at Morgan Stanley in 2023, 2024 and 2025, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first-class client service.
Victoria is a graduate of Sacred Heart Academy in Hamden, CT. She went on to a Post Graduate year at Cheshire Academy before attending The Catholic University of America in Washington, DC. Victoria and her husband, Greg, reside in Poolesville, Maryland with their young son, Braden and the newest addition to the family their puppy, Tilly. When not in the office, Victoria can be found at the baseball field cheering on Braden, at a historical site, or volunteering with a number of non-profit organizations that range from medical to education to conservation and preservation.
Securities Agent: VA, SC, OH, WV, WI, WA, VT, MS, UT, TX, TN, PA, OR, OK, NY, NV, NM, NJ, NH, NC, MT, MN, MI, ME, MA, LA, KY, KS, IN, IL, ID, HI, GA, FL, DE, MD, DC, CT, CO, CA, AZ, AK, AR, IA; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1970584