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Valerie Thomas

Managing Director and Chief Client Experience Officer at Marquette Wealth Management

  • LinkedIn

Email Email: v****@claconnect.com

phone noPhone Number: (***)-***-****

I set out to be a Music Teacher but ended up a Wealth Advisor!I wish there was a word that perfectly combined the essence of blessed, fortunate and grateful. This is how I feel having the...

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MARQUETTE WEALTH MANAGEMENT

MARQUETTE WEALTH MANAGEMENT

  • description Description
    Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and ma...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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Marquette Wealth Management Org Chart and Mapping

Employees

John Beuerlein

Chief Investment Officer

Valerie Thomas

Managing Director and Chief Client Experience Officer

Ben Peyton

Relationship Manager

Laura Dahlgren

Client Service Associate

Jackie Mohr

Client Service Associate

Kristy Thom

Operations Specialist

Frequently Asked Questions Regarding Valerie Thomas

Answer: Valerie Thomas works for Marquette Wealth Management as Managing Director and Chief Client Experience Officer

Answer: Valerie Thomas’s role in Marquette Wealth Management is Managing Director and Chief Client Experience Officer

Answer: Valerie Thomas's email address is v***@gmail.com

Answer: Valerie Thomas's business email address is v****@claconnect.com

Answer: Valerie Thomas’s direct phone number is (***)-***-****

Answer: Valerie Thomas works in the industry of: Financial Services

Answer: Valerie Thomas is the current Managing Director and Chief Client Experience Officer at Marquette Wealth Management.... Read More

Answer: Valerie Thomas works Marquette Wealth Management located at 150 S 5th St, Minneapolis, Minnesota, 61265, United States

Answer: Marquette Wealth Management's Managing Director and Chief Client Experience Officer is Valerie Thomas

Answer: Valerie Thomas contact details:

  • Phone number  :  (***)-***-****
  • Email  :  v****@claconnect.com

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