Victor Mweu
@victormweu
Financial Advisor focused on risk-managed portfolios and client growth.
What I'm looking for
I’m a Financial Advisor at Merrill Lynch Wealth Management (Bank of America), where I provide financial modeling, financial analysis, and risk-tolerance assessments for high net-worth clients—translating strategies from today through retirement with clear retirement illustrations. I source and maintain client relationships and third-party relationships (CPAs, attorneys, bankers, and executors) to build a sustainable, diversified client book across individuals, businesses, and institutions, while helping clients understand market drivers using fundamental, technical, and behavioral analysis.
Before wealth management, I built research and legislative experience as an Indiana State Senate Legislative Intern, analyzing and cross-referencing Indiana Code for bill tracking support and drafting Senate Resolutions in the Legislative Services Agency format. I’ve also grown as an entrepreneur and leader—co-owning and founding Lakescape Services LLC to create and execute a strategic financial growth plan, analyze industry trends and forecasts, and transition grassroots sales and marketing into online growth, while leading student-government initiatives with budgeting, sponsorship, and team leadership.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Merrill Lynch Wealth Management
Jun 2019 - Present (7 years)
Provided financial modeling, financial analysis, risk-tolerance assessments, and retirement illustrations for high net-worth clients. Sourced and maintained client and third-party relationships to support a diversified book of business and educated clients using market analysis.
Legislative Intern
Indiana State Senate
Jan 2019 - May 2019 (4 months)
Supported weekly meetings with legislative staff, lobbyists, and state agencies in the investment and financial industry. Used Indiana Code research for bill tracking assistance and drafted senate resolutions in the Legislative Services Agency format.
Co-Owner and Founder
Lakescape Services LLC
May 2018 - May 2019 (1 year)
Created, managed, and implemented a financial growth plan for a startup landscape business using industry trends and forecasts. Balanced and recorded marketing efforts while transitioning door-to-door grassroots sales to online acquisition.
Education
Degrees, certifications, and relevant coursework
Anderson University
Master of Business Administration, Business Administration
Earned a Master of Business Administration from Anderson University, completed in December 2022.
Anderson University
Bachelor of Arts, International Relations
Earned a Bachelor of Arts in International Relations from Anderson University, completed in May 2019.
Availability
Location
Authorized to work in
Job categories
Skills
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