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Wealth Management EDGE

COUNTDOWN TO EDGE

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June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Victoria O'Tool
Financial Planner at Mercer Advisors at Executive Director of The FinServ Foundation
Speaker

Profile

Victoria O’Tool is a Financial Planner at Mercer Advisors and the Executive Director of The FinServ Foundation, where she empowers the next generation of financial planners through the organization’s three core pillars: mentorship, coaching, and community. Under her leadership, the Foundation supports more than 700 students across over 50 universities nationwide.

A trailblazer in the financial planning profession, Victoria made history as the youngest-ever FPA National Diversity Scholar in 2024 and serves as a Committee Member for 100 Women in Finance’s LaunchMe Mentorship Program.

A dynamic public speaker and student coach, Victoria is known for her ability to connect with and inspire audiences on topics including professional development, leadership, and the future of financial planning.

Agenda Sessions

  • NextGen Mentor-Mentee Speed Dating

    3:45pm
  • Next Gen Meet Up

    5:30pm
  • Student-Mentor Speed Networking

    2:05pm