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 enjoys spending time with her son, daughter and son-in-law. Her church family and activities are also very important to her; especially acting as the wedding reception assistant coordinator. She enjoys reading and getting together with friends to watch Steelers and Penguins games.
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