Valley Wealth Group
Valley Wealth Group was founded with a vision of how the relationship between a client and their advisor should be. Having previously worked at national and regional firms, we wanted to use our experiences in each of those environments to create a better client experience. We built a solid foundation and added the services we felt were missing from traditional financial planning methods to make our vision a reality: An environment where the needs of our clients outweigh all else. Clients we have worked with for years are now benefitting from these processes and services. Their overwhelming approval has been the best reward. Valley Wealth Group 3119 Chaparral Dr. Roanoke, VA 24018 540.491.9883 Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. FINRA: SIPC:
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Verified contacts
15
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JW
Justin Whorley
Financial Consultant · Finance & Accounting
EmailPhone - WT
William Thompson
Wealth Management Advisor · Finance & Accounting
EmailPhone - CH
Charles Hoback
Universal Banker and Wealth Management Associate · Other
EmailPhone - JM
Jaret Mutter
President Wealth Management Advisor · Finance & Accounting
EmailPhone - TR
Tiffany Rawling
Chief Operations Officer · Operations
EmailPhone - CP
Cheryl Pangaro
Management Staff · General Business & Management
EmailPhone - JC
Joe Crandall
Wealth Advisor · Finance & Accounting
EmailPhone - KH
Kelly Handy
Business Development & Client Communications Manager · Sales & Business Development
EmailPhone - TV
Tanya Vess
Senior Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Valley Wealth Group
14 distinct titles indexed · top 10 shown.
- 1business development & client communications manager
- 1ceo - managing partner
- 1chief financial officer
- 1chief operations officer
- 1client service associate
- 1financial consultant
- 1management staff
- 1partner
- 1president wealth management advisor
- 1senior partner senior wealth advisor
- +4more titles
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