Valery Messer McMann,
CFP®
Investment Executive, RJFS
Valery McMann, CFP® brings a steady and optimistic approach to financial planning. She believes money should support a full and meaningful life, not create fear or pressure. Her goal is to help clients understand both the challenges and the possibilities that come with managing wealth so they can make decisions with confidence. Valery works closely with each person to find the balance between saving and enjoying life today and to set practical goals through a truly holistic planning process.
Valery began her career in financial services in 1998 when she co-founded Messer McMann Investments, guided by a genuine interest in finance and a desire to help people. She later joined FNB Investment Services in 2005. She holds a Bachelor of Arts in business and economics from Rhodes College in Memphis and earned the Certified Financial Planner® certification from The American College in 2007. She was recently named to the 2026 edition of the Forbes list of Best-in-State Women Wealth Advisors list† and in 2024 was honored as a Raymond James Woman of Distinction. These recognitions are based on established qualitative and quantitative criteria and no compensation is provided in exchange for inclusion.
A Kentucky native, Valery is deeply involved in her community. She serves as Treasurer of the Boyle County Homeless Coalition and is a board member of the Wilderness Trace Community Foundation and Adoption Assistance. Her past service includes the Boyle County Public Library board, the site based decision making council at Boyle County Middle School, the Presbyterian Church of Danville as an elder, United Way of the Bluegrass, Leadership Boyle County, the Heart of Danville, Family Services Association, and the Rotary Club of Danville where she served as President and received the Paul Harris Fellow recognition.
Outside of work, Valery enjoys yoga, reading and traveling with her husband Cris and their three children, Evan, Alex and Ellie. She loves spending time with her granddaughters Auri and Maia who never fail to bring joy and energy to her day.
† The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
