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Victor Mweu

@victormweu

Financial Advisor focused on risk-managed portfolios and client growth.

United States
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What I'm looking for

I’m looking to grow within a wealth management environment where I can deliver risk-managed portfolio guidance, strengthen client relationships, and turn market research into practical planning—especially for long-term retirement outcomes.

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

Education

Degrees, certifications, and relevant coursework

Anderson University logoAU

Anderson University

Master of Business Administration, Business Administration

Earned a Master of Business Administration from Anderson University, completed in December 2022.

Anderson University logoAU

Anderson University

Bachelor of Arts, International Relations

Earned a Bachelor of Arts in International Relations from Anderson University, completed in May 2019.

Tech stack

Software and tools used professionally

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