Calm, confident and
dedicated to serving you
Vic Philleo, CFP®
Senior Vice President, Investments
Since 1994, Vic has been helping clients plan their financial futures, guiding them through various market cycles. He began his career with A.G. Edwards & Sons and was selected in 2006 to manage the newly opened Virginia Beach branch. Following mergers with Wachovia and Wells Fargo Advisors, Vic joined Raymond James in 2015 and has managed the Private Client Group offices in Virginia Beach and Norfolk since 2021.
To provide comprehensive services – from budgeting and retirement planning to education savings and managing taxes and insurance – Vic became a Certified Financial Planner™ professional in 2008 after completing rigorous coursework and examinations. He continues to meet ongoing certification renewal requirements and adheres to strict ethical standards.
Born in Corvallis, Oregon, Vic earned a bachelor’s degree in physics and astrophysics from Pomona College in Claremont, California, in 1985. Inspired by his uncle, a retired Navy P-3 Orion pilot, Vic aspired to join the Navy and fly. After graduation, he was commissioned as an ensign and began a distinguished career as a U.S. Navy aviator. In 1991, he flew 45 combat missions in the A-6 Intruder during Operation Desert Storm from the USS Theodore Roosevelt (CVN-71). After a successful combat tour, he returned to the U.S. as a flight instructor with the VA-42 Thunderbolts. Vic retired as a commander from the U.S. Naval Reserve in 2009 after 20 years of service, earning numerous personal decorations, including the Air Medal with three Strike Flight awards and one Individual award with combat “V,” as well as the Navy Commendation Medal.
Vic lives in Virginia Beach with his wife, Laura, and their two Australian Cattle Dogs.
CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.”