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Helen Sons Vickery

Client Services Associate

Helen was born in West Columbia, SC, and moved to Lexington, SC as a teenager, where she graduated from Lexington High School.

Her career began after Helen earned a Bachelor’s in Business Administration from Columbia College and an Associate’s in Accounting from DeKalb College. From there, she went on to work for Lexington State Bank as a note teller, at TD Bank (FKA Carolina First), Anchor Bank, and Bank of Columbia as a commercial lender and portfolio manager from 1988 to 2015. In 2015, Helen started working at Security Federal Bank as a commercial lender until 2019, when she joined Burkett Financial Services, where she’s been a great part of our team ever since.

At BFS, Helen serves as a client services associate, assisting with various client needs as it relates to their investment accounts. She also attends client meetings, assists with the implementation of advisor strategies for clients, prepares reports for client meetings and advisors. Helen’s favorite part of the job is the face-to-face client interaction in their meetings and being able to help them meet their retirement and investment goals.

Outside of her professional life, Helen has been a member of the boards of Town Theater and Red Cross and has served as a treasurer for Community Assistance Provider and Lexington Area Tennis Association.

Helen is married to her husband Kent Vickery. The two of them live on Lake Murray, with Kent being involved in real estate development and sales. Helen and Kent have two dogs, Brady the boykin spaniel and Henry the dachshund. Helen also has a son, Ross Sons, who lives in Asheville, NC, where he is the head coach for the women and men’s tennis teams at Mars Hill University. Helen and her family enjoy boating, hunting, tennis, and travel.

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