Valery brings her philosophy of money and life to her clients. That is, abundancy, not scarcity. Refusing to be scared or to scare her clients about the next market downturn or bear market, she helps her clients recognize and deal with the uncertainties of life while also acknowledging the gifts and opportunities that money brings. There is a balance between accumulating assets and spending those assets that is sometimes difficult to achieve. Valery works with each client to find their “sweet spot.” She also helps them set and pursue realistic goals through holistic financial planning, which encompasses retirement planning, education planning, long-term care planning and risk management.
Attracted by an interest in finance and the opportunity to help people, Valery launched her financial services career and her own advisory firm, Messer McMann Investments, in 1998 and joined FNB Investment Services in 2005.
A Kentucky native, Valery is dedicated to her community. She is a past member of the board of Boyle County Public Library, and the site-based decision-making board at Boyle County Middle School, an elder at the Presbyterian Church of Danville, a United Way volunteer, a graduate of Leadership Boyle County, a Board Member of the Heart of Danville, and a Board member of Family Services Association, a Chapter Advisor of the Centre College Kappa Delta Chapter and a past president and Paul Harris Fellow of the Rotary Club of Danville. In her spare time, Valery enjoys playing tennis, reading and traveling with her husband, Cris, and their three children, Evan, Alex and Ellie.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.