Valery McMann, CFP® Investment Executive, RJFS

Valery McMann considers herself a financial coach. And like any good athletic coach, she teaches her client about her “sport”: money. She states, “I want all components of my clients’ financial lives to work together so that they “win” in the game of meeting their financial goals. She 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. Before making the transition to finance, she was a senior sales associate with Deluxe Check Printers.

Valery is a graduate of Rhodes College in Memphis, Tennessee, where she earned a Bachelor of Art in business and economics. She also holds the CERTIFIED FINANCIAL PLANNER certification, which she earned from The American College in 2007.

A Kentucky native, Valery is dedicated to her community. She is a member of the board of Boyle County Public Library, a past member of 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 past president and Paul Harris Fellow of the Rotary Club of Danville.

In her spare time, Valery enjoys playing tennis, reading and relaxing with her husband, Cristofer, and their three children, Evan, Alex and Ellie.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design 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.