I began working with Edward Jones as a financial advisor in 2013 and opened my Rolesville office in 2016. Prior to Edward Jones, I worked in the banking industry in retail and wealth divisions, with roles including relationship banker, private financial advisor and financial planning analyst.
I received my bachelor's degree in business management from NCSU. In 2011, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®)* certification.
I enjoy participating in local civic and business activities such as the Chamber of Commerce and Women In Networking, and volunteering with our church. I also serve on the Food Security Team for the Town of Rolesville.
In June of 2021, my husband, James, and I welcomed our beautiful baby girl, Scarlett, into the world. She is pure joy and she keeps us busy. The Raleigh area has always been our home and allows us to be close to family. James and I like to hike and have already packed up Scarlett to join us. We also volunteer at With Love from Jesus in Raleigh. I'm passionate about helping animals and support Carolina Poodle Rescue, where I found our family dog, Chloe.
My Branch Office Administrator, McKenzie Campbell, started with Edward Jones in 2016. She holds a bachelor's degree in sociology and has two daughters, Harper and Remi.
At Edward Jones, we provide highly personalized service. All aspects of my business are aligned to understand you and your family's unique goals and help you meet them.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Wealth Strategies
- Divorce Finances
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Community Outreach
- Animal Rescue
Office Address6166 Rogers Road
Rolesville, NC 27571 opens in a new window
Phone NumberValerie Massengill at (919) 453-2369
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