Valerie Marquez
Associate Wealth Advisor at Beacon Pointe Advisors
- Role
- Associate Wealth Advisor at Beacon Pointe
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Valerie Marquez
As a key liaison between clients, firm professionals and client services associates, I…
Experience
Associate Wealth Advisor
Jan 2025 — Present · Dallas, TX, US
Assist in client advisory, investment management, and administrative aspects of client service. Provide direct support to Partner/Managing Director.We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.
Education
Southern Methodist University
Certificate in Financial Planning
2018 — 2018
University of California, San Diego
Bachelor of Arts
2009 — 2011
Skills
- Spanish
- Problem Solving
- Fha
- Customer Experience
- Retail
- First Time Home Buyers
- Financial Education
- Banking
- Sales
- Store Operations
- Customer Service
- Social Media
- Va Loans
- Mortgage Lending
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