Financial Planning Team
Financial Services Administrator | Advisor Assistant
ABOUT VALERIE
As the Financial Services Administrator at Omni 360 Advisors, Valerie plays a key role in ensuring that every client experience is smooth, timely, and well-coordinated. She oversees essential operational processes—from account openings and funds transfers to documentation, follow-up, and ongoing client support. Known for her responsiveness, attention to detail, and commitment to clear communication, Valerie ensures that clients always feel informed, supported, and confident throughout their financial journey. When something needs to get done, Val is the one who makes it happen.
Valerie lives in Englishtown with her husband and two sons. Outside of work, she enjoys reading, meditation, and energy healing as part of her continued personal growth and mindfulness practice.
A BRIEF HISTORY
Valerie began her career on Wall Street in 1994 as a back-office clerk before advancing to Office Manager and Assistant Compliance Director. After taking time to focus on raising her family, she re-entered the financial services field and joined Omni in 2015, where she has continued to expand her skills and responsibilities. Her extensive industry background, combined with her client-first approach, makes her a valuable and trusted resource within the firm.
LATEST REELS
*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.
