Valerie Gitelson | Client Service Associate

Valerie Gitelson began her career at Merrill Lynch, working from 1998–2009, after which she left to start her family. Ready to re-enter the workforce, Valerie joins us as a client service associate, and she looks forward to re-establishing some of the relationships she previously had working with Jeff when they were at Merrill Lynch.

Her responsibilities include client service and administration, as well as implementation of the team’s client service model. She hopes to continue to work under the principal foundations that have been the vehicle for our team’s success – dedication, personalized support and helping clients achieve their financial goals.

A Maryland native, Valerie now lives in Bethesda, Maryland. She has two sons, and in her spare time, she enjoys spending time with her family and running her extremely successful jewelry business.