Wealth Management Associate
Valerie has been with UBS Financial Services, Inc. for over 16 years. In that time, her main goal has been to build strong, lasting relationships with clients. During the last 4 years, she has been working with the Barrington Institutional Consulting Group in providing support as they navigate the ever changing retirement plan landscape. Valerie is dedicated to providing our clients with the very best of what they need.
Valerie has over 15 years of experience in financial services and holds her Series 7, 63 and 65 licenses.
Wealth Management Associate
Valerie has been with UBS Financial Services, Inc. for over 16 years. In that time, her main goal has been to build strong, lasting relationships with clients. During the last 4 years, she has been working with the Barrington Institutional Consulting Group in providing support as they navigate the ever changing retirement plan landscape. Valerie is dedicated to providing our clients with the very best of what they need.
Valerie has over 15 years of experience in financial services and holds her Series 7, 63 and 65 licenses.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Email Me
