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Valerie works with individuals and families to determine their investment goals and objectives, quantify their risk tolerance and develop a plan to move them toward their goals.
Valerie partners with our financial planners to ensure we are closely coordinating the clients’ goals with their financial plan and investment strategy. Her clients value her insights, accessibility and proactive communications.
Valerie joined Smith and Howard Wealth Management in 2016 as Director of Investments after spending 19 years with SunTrust Bank, most recently as Senior Vice President and Investment Strategist in the Investment Advisory Group. In her role at SunTrust, Valerie was responsible for over $700 million in assets under management for individual clients, trusts and foundations. She spent several years early in her career at the Federal Reserve Bank of Atlanta.
As a member of the Investment Policy Committee, Valerie participates in monitoring and selecting investment managers and investment strategy for the firm.
Valerie lives with her husband and two children in Atlanta, Georgia.
Georgia State University – Bachelor’s Degree in Business Administration