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Valerie Massengill, Financial Advisor

FINANCIAL ADVISOR
Valerie Massengill

CFP®
6166 Rogers Road, Rolesville, NC 27571opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Business Retirement Plans

About Valerie

I began working with Edward Jones as a financial advisor in 2013 and opened my Rolesville office in 2016. Prior to Edward Jones, I worked in the banking industry in retail and wealth divisions, with roles including relationship banker, private financial advisor and financial planning analyst.

I received my bachelor's degree in business management from NCSU. In 2011, I earned the CERTIFIED FINANCIAL PLANNER™, CFP®*, certification.

I enjoy participating in local civic and business activities such as the Chamber of Commerce and Women In Networking, and volunteering with our church.

In June of 2021, my husband, James, and I welcomed our beautiful baby...

Work History

  • Edward JonesJuly 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • North Carolina State UnivBachelor of Science

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Community Outreach
  • Animal Rescue

Team Members

  • Amy Aiad
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(919) 453-2369

Fax

(855) 599-9075

Office Address

6166 Rogers Road
Rolesville, NC 27571opens in a new window

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