Valerie Marshall

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 services, and business succession planning.

Valerie is a past Chair and former member of the Board of Directors of United Way of the Bluegrass.

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.
_{*Valerie does not provide legal advice in her current role at Merrill.}