Sign In

Valerie Thomas

Experienced Wealth Management Professional ♦ Master Relationship Builder ♦ Encourager Extraordinaire ♦ Read More!

Valerie Thomas embarked on a career journey from aspiring to be a Music Teacher to becoming a Wealth Advisor, feeling blessed, fortunate, and grateful to guide individuals on their financial paths.

Despite being painfully shy in her youth, Valerie's passion for music led her to break out of her shell and pursue a career in music education until a serendipitous opportunity shifted her trajectory towards wealth management.

Through hard work, dedication, and mentorship, she transitioned her academic focus from Music Education to Business Administration, earning specialized credentials along the way.

With over 25 years of experience, Valerie serves as a Senior Integrated Wealth Advisor at Carlson Capital Management, having held significant roles at CliftonLarsonAllen Wealth Advisors, LLC, Marquette Asset Management, and Lowry Hill in the past.

Valerie finds fulfillment in assisting clients in defining their financial goals and establishing a meaningful legacy, cherishing the trust placed in her to guide individuals and families towards financial success.

V
Add to my network

Location

Saint Paul, Minnesota