Based out of Virginia Beach, our elite team of dedicated financial professionals bring a wealth of experience and a passion for helping clients succeed. We leverage the full capabilities of Oppenheimer & Co. Inc. to ensure our clients have the resources and services.
ERIC R. BARTOK,
Designation: CIMA®, CPFA®
Eric focuses on wealth building strategies for the complex issues facing the high net worth market place. Eric graduated from the University of Toledo with a B.S. in Management with a Concentration in Finance. He has since completed and holds the Certified Investment Management Analyst® (CIMA®) designation awarded by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania.
An active volunteer for Junior Achievement and the United Way, Eric and his 4 daughters reside in Virginia Beach, Virginia.
ALEXANDRA F BABB,
Designation: CFP®, CRPC®
Alexandra Babb is a Financial Advisor in the Virginia Beach branch of Oppenheimer & Co. Inc. She works primarily with select individuals and families, and their complex financial planning needs. She has over a decade of experience in the financial services industry, focusing on holistic comprehensive financial planning. She works one on one with clients specifically focusing on their individual situations and coordinating goal-based investment planning with tax and estate planning, which are often overlooked.
Alex puts her client’s best interests first. Clients appreciate her attentiveness, honesty, dedication, product knowledge, and exceptional communication skills. Understanding her client’s needs, in relation to their budget, and through in-depth analysis is how she helps them accomplish various goals. This has gained her a fine reputation in a field where a person’s integrity is not only judged by results, but by their word.
Alex grew up in the Virginia Beach area of Hampton Roads, and spent many summers in Ireland, where she has dual citizenship. Alex graduated in 1998 from Virginia Tech, with an undergraduate degree in Business. From there she moved back to Hampton Roads and became the marketing director for a small bulk candy company. In 2004 she obtained her Master’s in Business Administration (MBA) from Old Dominion University and took a year off to start a family.
After a short time as a Realtor® at Nancy Chandler Associates, Alex joined Merrill Lynch in early 2011, and TIAA in 2016, focused on helping high net worth educators with their complex retirement and income needs and financial goals. She has also served with ABM Financial, a Private Advisor Group.
Alex lives in the Virginia Beach area, close to her childhood home, with her two teenage children.
When Alex is not working, she likes to spend time with her family, and her many rescue animals. Her love for rescuing dogs and cats led to her involvement with Billy The Kidden Rescue, the largest home-based cat rescue on the East Coast.
VICTORIA M. ZIVIC
Victoria assists private clients by providing objective advice and a variety of wealth management services. Prior to joining Oppenheimer, she was a Registered Client Associate at Merrill Lynch and Branch Manager at Springleaf Financial Services.
Victoria attended Old Dominion University's Strome College of Business where she played Division 1 soccer and graduated with a degree in Marketing. She currently holds Series 7 and 66 licenses.
Victoria lives in Virginia Beach with her husband Justin and their daughter Quinsey Rose.
TERRY HARDEE III
As a seasoned financial advisor, native of Hampton Roads, and a graduate of Old Dominion University, Terry is enthused to be the Bartok Private Client Group’s newest member.
Terry finds satisfaction in helping those individuals, families, and businesses in the Tidewater Area and beyond.
His main goal is to collaborate with the team to formalize financial plans for each client to ensure their wants, needs and financial goals are addressed now and in the future. With over four decades of experience Terry is excited to bring the team’s resources to his current clients.
Terry and his wife Peggy reside in Virginia Beach, and while not at the office you will often find Terry out fishing & golfing.