Merrill Lynch Financial Advisor Valerie Marshall

Services Offered

• Investment advice
• Financial planning
• Risk management
• Retirement planning

About

Valerie Marshall is a financial advisor based in Lexington, Kentucky, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and holder of the Certified Investment Management Analyst (CIMA) and SE-AWMA designations, Valerie provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys with personalized guidance.

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