- Wealth Management Experience Since 1998Vivian Loy is a Managing Director and Advanced Planner at First Republic Investment Management. Ms. Loy joined First Republic in January 2022 and has over 25 years of experience working with high net worth and ultra-high net worth families creating customized plans around their financial, trust and estate, risk management and philanthropic goals. She advises clients on life transition events such as retirement, business succession, divorce and widowhood. Prior to joining First Republic, Ms. Loy was a Senior Wealth Strategist at PNC Private Bank from 2015 to 2022. Prior to PNC, Ms. Loy worked as a Goals Based Consultant at Bank of America Merrill Lynch. Ms. Loy started her planning career at U.S. Trust, where she provided comprehensive financial plans for senior executives of major institutions.
- Professional DesignationMs. Loy is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst® (CDFA®) and an Accredited Estate Planner® (AEP®). She is a member of the Greater New Jersey Estate Planning Council, the Financial Planning Association and a certified End of Life Doula.
- EducationMs. Loy earned her bachelor’s degree in Communications from Fairleigh Dickinson University.
Check the background of the firm and its investment professionals on .