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Valerie is an advisor with First Investments & Planning. She assists individuals and families with a holistic approach tailored to each client and his or her unique situation. She is always looking for ways to help grow and protect her client’s assets to help them reach their goals.
Valerie holds Series 7, 24, 63, & 65 securities registrations along with state Life and Health insurance licenses. She also serves as an Investment Management Consultant and is a member of the Raymond James Executive Council.
Valerie is very proud of the community she calls home. She is the second generation living on her family’s farm and is delighted that within the next few years it will be passed on to the third generation. She absolutely loves planting and tending to her garden, as well as freezing and canning what she grows.
Valerie is an active member of her community. She helps with Ladies Night Out, a fundraiser benefitting breast cancer research, and she serves wherever needed in her church.
I get great satisfaction by helping individuals and families with financial plans. With a background in business, income tax, estate planning and financial advising, I look at my client’s personal situations with many hats and can customize an efficient plan for them.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE