Valeo Financial Advisors LLC
Julie Marvel is an experienced Executive Assistant with a career spanning over a decade in high-level administrative support roles. Currently serving at Valeo Financial Advisors LLC since April 2017, Julie previously held the position of Executive Assistant to the Chief Executive Officer at the City of Indianapolis from January 2016 to April 2017, and at Browning Investments from October 2005 to October 2015. Julie is a graduate of Marian University Indianapolis.
Valeo Financial Advisors LLC
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Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.