Registered Sales Representative
Valerie has over 30 years of experience in the financial services industry. Born and raised in Georgia, Valerie received a B.S. from Georgia State University. Before joining Register Financial, Valerie worked for Bank of America, Banc of America Investment Services, Inc. and Merrill Lynch. She is Series 7, 63, and 65 licensed. She assists all the brokers with trading, client requests and administrative tasks.
We work together with our clients to achieve successfulness in their long term goals. It’s all about the relationships we build. Knowing your entire financial picture is just part of the process. We are much more than that.