We are excited to announce the addition of Valerie Nichols to the Smith & Howard Wealth Management team as Director of Investments.
Valerie joins us after spending the past 19 years with SunTrust Bank, most recently as Senior Vice President and Investment Strategist in the Investment Advisory Group. She holds the Chartered Financial Analyst (CFA) credential. In her role at SunTrust, Valerie was responsible for over $700 million in assets under management for individual clients, trusts and foundations. She spent several years early in her career at the Federal Reserve Bank of Atlanta.
Valerie majored in finance and graduated from Georgia State University with a BBA degree. She is a member of Atlanta Society of Finance and Investment Professionals and a former Equity and Alternatives Instructor for the CFA Review Course.
Valerie, her husband Craig and two children, Rachel and Nathan, live in Atlanta. A volunteer tutor for refugee families at the All Saints Episcopal Refugee Ministry, she also enjoys hiking, running, playing soccer and basketball with her children and spending time with extended family in Atlanta.
Valerie’s history and deep expertise in the investment and wealth management arena combined with her approach to client relationships and service make her a great fit for Smith & Howard Wealth Management. We are very excited to have her on our team and look forward to introducing her to our clients.
As always, please call us at 404-874-6244 with any questions.