Valerie is an experienced wealth manager with over 22 years of experience. She assists clients as they navigate their personal investments and finances. Her primary focus as part of the Quillion Team is actively directing clients’ investible assets and serving as part of Quillion’s Investment Strategy Team. She specializes in creating streams of income for investors and concentrates her efforts on preservation of wealth.

After completing her Economics degree at University of Maryland Baltimore County, Valerie earned the Certified Investment Management Analyst® Designation from the Wharton School of Business at University of Pennsylvania. She began her career at Bank of America/Merrill Lynch.

Valerie is originally from Belair, Maryland but currently resides in Baltimore City as part of the Federal Hill Community where she is active with BARCS and The National Alzheimer’s Association.

Award Disclosures can be found by scanning this QR code: