Client Contact Manager
Marie joined Valenti Wealth Management in 2015 with a focus on client care. She takes a proactive approach to getting to know each client to better assist them when responding to inquiries, scheduling and preparing for client reviews, or coordinating other important account set-up and maintenance activities.
Marie has considerable experience in the financial services industry. Prior to joining Valenti Wealth Management, she worked with another local LPL office for over 12 years. Her knowledge and industry experience enable her to directly respond to and resolve a wide variety of client inquiries. Her goal is to provide exceptional service in facilitating timely resolution to inquiries and the processing of account paperwork.