Valerie provides operational and administrative assistance to clients in coordination with Wealth Counselors and other members of their team. Prior to Waldron, she spent five years as a Client Specialist and Executive Assistant at Raymond James Financial Services, where she was responsible for portfolio review packages, cash management and other vital client needs.
Valerie owned and operated her own retail business for 9 years along with the operations of her husband’s company for 30 years. She enjoys reading, building puzzles and spending time with her family and church family.
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