Valerie Marquez
Associate Wealth Advisor

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Valerie is an Associate Wealth Advisor and is responsible for partnering with clients and advisors to provide customized and comprehensive financial plans. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Valerie worked as a Senior Client Services Manager at Ellevest. Valerie earned a Bachelor of Arts in Political Science from University of California at San Diego. She currently resides in Carrollton, Texas, and outside of the office, she enjoys spending time with friends and family.