Valerie Giles, CFP®

Financial Advisor

Valerie Giles, our newest team member, joined Robare & Jones in June of 2017 as an Associate Advisor after having graduated from Texas A&M with a Bachelor’s Degree in Finance and a minor in Financial Planning.  Valerie’s studies in both Finance and in Financial Planning, along with her college internship in the Financial Services industry, provide her with a great base of knowledge to apply to serve our valued clients.  She is Series 7 licensed.  As a member of the Robare & Jones Investment Policy Committee, Valerie is actively involved in the decision-making process of how we invest capital on behalf of our clients across a wide spectrum of public and private market opportunities. She works with our advisors to serve our growing client base.

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