Financial Planning Team
Financial Services Administrator | Advisor Assistant
ABOUT VALERIE
Val makes sure the process moves quickly and the communication never stops. From the account opening process, to funds transfers, to making sure that all your questions are answered and your needs are met, Val is the one who gets it done.
She currently resides in Englishtown with her husband and two sons. When she’s not working she enjoys expanding her consciousness through reading, meditation and energy healing.
A BRIEF HISTORY
Valerie started her career on Wall Street in the 1994 as a back-office clerk, before working her way up to becoming the Office Manager and Assistant Compliance Director. After taking time away from the business to raise a family, she joined our firm in 2015 and has been growing with us ever since.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valerie is engaged, or continues to be engaged, to provide investment advisory services.
