Investment Executive, RJFS
With 15 years in the Financial Services industry, Valerie is Series 7, 66 and 63 licensed. Valerie obtained her Bachelor’s Degree in Finance at Ramapo College of New Jersey. She moved from New York to Virginia in 2002 where she began her career at American Funds as a Shareholder Services Representative. She became a Financial Advisor for Edward Jones in 2004, where she remained until joining Freedom Street Partners in October of 2017.
As Director of Operations, Valerie will ensure that Freedom Street Partners is operating efficiently and effectively to help provide our clients with an ideal experience.
Valerie lives in Chesapeake, VA with her husband Errol and three children Joselina, Diego and Rosalie. If they are not at soccer practice, a soccer game, or watching soccer on television, you can find them at the movies, particularly superhero and Star Wars! They love to travel as a family as well. There is always either a cruise or trip to Disney in the works!