Valerie has always had a passion for numbers, breaking down complex matters and helping people in meaningful ways. Equipped with her outgoing and social personality, it was clear from early on that financial services was the ideal field for Valerie to combine her natural abilities with her professional skillset. She’s energized by building a strong rapport with her clients and helping them reach their goals.
Valerie moved to Raymond James with the team in November 2022, bringing with her a rich trove of knowledge from her previous roles in wealth management, private banking and branch administration. She’s also a Series 7, 66, and Life and Health Insurance license holder.
Valerie’s professional certifications are underpinned by a Bachelor’s degree in Finance from Baruch College, New York and an MBA in Finance from Fordham University School of Business.
On a day-to-day basis, Valerie is focused on delivering a level of client service and experience that meets and exceeds expectations. She’s proactive in following-up and checking-in with her clients from onboarding to planning and trading. Her clients appreciate her ability to be direct, clear and concise when faced with complex or multifaceted financial matters.
Outside the office, Valerie spends her down time reading, cooking, prioritizing her health and fitness, and travelling the world. She currently lives in Brooklyn, New York with her spouse Ronny and three children Avery, Taylor and Caleb.
Raymond James is not affiliated with the above organizations and/or charitable causes.