Valerie practiced law for over eleven years, spending the majority of her time on estate and gift tax planning; estate administration; and estate litigation. In 2011, Valerie left the practice of law to work with local wealth management teams where she served in a variety of roles and her responsibilities encompassed providing fiduciary services and advice and managing the client experience. Valerie joined Musgrave Dunn & Associates as a Financial Advisor, where she continues to help her clients navigate all aspects of their financial lives. She uses her prior experience to guide clients through discussions around retirement, estate planning, and business succession planning.
Valerie is a past Chair and current member of the Board of Directors of United Way of the Bluegrass.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
