Valerie Maldonado

Client Relationship Associate

Valerie Maldonado joined the firm in 2023 as a client relationship associate and works with the clients of Peter Jones and Tara Kinateder. She supports clients in a variety of ways such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests.

Valerie holds a B.A. in English Literature with a minor in Women and Gender Studies from the University of Central Florida. She began her career in sales on Wall Street and has held various administrative and client service roles throughout her career.

Valerie is a published poet and enjoys sports, the theater and traveling with her family in her time away from the office.