Valerie Nichols, CFA

Valerie works with individuals and families to determine investment goals and objectives, quantify risk tolerance, and develop an Investment Policy Statement which will drive portfolio allocation.

She joined Smith & Howard Wealth Management in 2016 as Director of Investments after spending the prior 19 years with SunTrust Bank, most recently as Senior Vice President and Investment Strategist in the Investment Advisory Group. 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.

As a member of the Investment Policy Committee, Valerie participates in monitoring and selecting investment managers and investment strategy for the firm.

Valerie holds the Chartered Financial Analyst (CFA) credential. She majored in finance and graduated from Georgia State University with a BBA degree, is a member of Atlanta Society of Finance and Investment Professionals and a former Equity and Alternatives Instructor for the CFA Review Course.

Valerie lives with her husband and two children in Atlanta, Georgia. She volunteers to help refugee families in the Atlanta area with the All Saints Episcopal Refugee Ministry. Valerie is active in the Georgia State University Women Lead program and enjoys participating in its mentorship program for students.  A native Atlantan, Valerie enjoys hiking, playing tennis and basketball with her children and spending time with extended family in Atlanta.

Related Resources

Market Recap & Outlook | An In-Depth Look at the 1st Quarter of 2020
It seems hard to fathom, but it was only a little over a month ago on February 19th, that the...
Read more.
Summary | First Quarter 2020
“Things turn out best for people who make the best of the way things turn out” This quote from one...
Read more.
Federal Reserve Issues New Lending Facilities
Our previous communication regarding the fiscal package recently passed into law mentions the large number of programs contained in this...
Read more.
On the Horizon: COVID-19 & the Market Impact
It is painfully clear that the coronavirus, Covid-19, is by far the most important issue impacting markets (and our world
Read more.
Why Comprehensive Financial Planning Is Important, Now More Than Ever
From experience comes wisdom, from wisdom comes confidence, and from confidence comes a sense of peace.
Read more.