Val Guglielmo

Client Experience Specialist at Withum Wealth Management

Role: Client Experience Specialist at Withum Wealth Management
Location: New York, NY, US
LinkedIn followers: 500 followers

About Val Guglielmo

Member of the Portfolio Accounting Control Team. Operation Specialist at Brown Brothers Harriman with a background in investment banking, adept at optimizing financial processes and ensuring seamless operations. With extensive experience in managing complex transactions and overseeing regulatory compliance, I bring a unique blend of financial acumen and operational expertise to the table.

Experience

Client Experience Specialist
Withum Wealth Management
Jul 2025 — Present · Red Bank, NJ, US

Contact information

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v••••••••@withumwealth.com
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Current company

Withum Wealth Management

Financial Services · 28 employees · Red Bank, New Jersey, United States

Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd, a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. As an RIA, we are legally bound to put your interests first throughout the relationship and act in utmost good faith, in a manner we believe represents your best interest. Our one goal is to deliver a tax sensitive, cost effective portfolio that matches your objectives and unique factors. Our team of trusted financial advisers is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events. Visit for more information!

withumwealth.com

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