Valerie applies her more than 15 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at a high level.

She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of and always endeavors to explain complex financial topics in a way that’s easy to comprehend.

Valerie also assists our financial advisors in planning and building investment portfolios. She holds Series 7, 65 and 66 securities licenses and life and health insurance licenses.

Prior to joining our team in 2017, Valerie was an associate private banker at Morgan Stanley and a branch administrator at Morgan Stanley. She holds a bachelor’s degree in finance from Baruch College and her M.B.A. in finance from Fordham University.

Valerie currently lives in Brooklyn with her husband, Ronny, and their children, Avery and Taylor. When not in the office, Valerie enjoys cooking, traveling and reading.