Cfp® Valery McMann

Valery McMann, CFP®, has over 30 years of experience in the financial services industry. Valery began their career at Deluxe Corporation in 1991 as a Senior Sales Representative, managing account sales and providing service to financial institutions across various territories. In 1997, they co-founded Messer McMann Investments, where they served as a Vice President, offering investment and insurance products tailored to clients' needs. Valery joined Farmers National Bank in 2005 as a Vice President, responsible for securities offered through Raymond James Financial Services, Inc. Valery later transitioned to Raymond James Financial Services in 2008, assuming the role of Investment Executive. Throughout their career, Valery has demonstrated a commitment to delivering personalized advice and products to their clients.

Valery McMann, CFP®, holds a Bachelor's degree in Business and Economics from Rhodes College, which was completed from 1985 to 1989. In addition, Valery has obtained the certification of CERTIFIED FINANCIAL PLANNER™ professional from the Certified Financial Planner Board of Standards (CFP Board) in March 2007.