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 is series 7, 63, and 65 securities licensed.  She is registered in Illinois.   

Registered States:
IL

• Advisory & Brokerage Services
• Institutional Consultant since 1987
• Over 25 years of experience in the financial services industry
• Chartered Retirement Plans Specialist
• Series 7, 63, and 65 securities licensed
• B.S.–finance, Western Illinois University
• M.B.A.–international finance, Western Illinois University
• Focuses on corporate clients and qualified plan solutions
• Hobbies include boating, golfing and skiing

Registered States:
AZ, FL, IL, IN, MA, NH, NM, NY, OR, SC, TN, TX, UT, WA, WI