Valerie Williams - Financial – Investments

Member Profile

Member Bio

With over 20 years in the securities industry, my strength is in absorbing and understanding complex regulations and their ramifications. I also enjoy gardening and games that harness my creativity.

Recent Comment

What I Learned at Coffee

In meeting for coffee with Lisa Ann, I have learned that health insurance is so much more than deductibles and co-pays. Her firm offers the ability to “upgrade” a plan when needed, whereas plans on the ACA do not. It’s important to understand the value you’re getting for your money – Lisa Ann takes the time to educate her clients and her PowerCore team members to ensure they are getting value when they work with her.

Awards & Recognition

Leadership
  • ParticipationCoOrdinator
  • MentorCoOrdinator
Development
  • Orientation
  • InfoMinute Seminar
  • GateOpener 101
  • Best Client Workshop
  • 7-Minute Workshop Presentation

Company Profile

Company Profile

My clients are in transition and growth phases: starting jobs, getting married, having children or nearing retirement. They appreciate the clarity and guidance I provide through the financial phases of their lives.

    Company Contact Info
    Capital Investment Companies
  • Phone: 404-457-4349

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