• Merribeth Valdez

    Client Service Manager

Merribeth has served as the face of our business since 2006, when she joined our firm. When you call or walk into our office, chances are Merribeth is who you will cheerfully greet you first. She assists every client or guest with genuine helpfulness.

Merribeth is key to ensuring the office runs smoothly. She assists the financial advisors in processing paperwork that flows from client meetings and phone calls. She manages the workflow between our office and the Raymond James Home Office as well as the various other firms we hire to manage assets for our clients.

Merribeth graduated from the University of Oklahoma with a Bachelor’s of Business Administration degree.

She and her husband, Luis have two grown daughters a son-in-law and two adorable grandchildren. They are devoted to their families and their church community.