Risalee
Espinal

Valley Wealth Managers, Inc

CRD#7493576
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Risalee Espinal is a financial advisor based in West Palm Beach, Florida, working with Valley Wealth Managers, Inc. Risalee has previously held positions at Alliance Bernstein, Jp Morgan Chase, American Writers And Artist, Slp Language Academy, Family Office Networks, One Price Dry Cleaners, Valley Financial Management, Inc, and Valley National Bank. Risalee has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Risalee is part of Valley Wealth Managers, Inc, which operates out of West Palm Beach, Florida. The firm has 13 offices and 52 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valley Wealth Managers, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1700 Palm Beach Lakes Blvd
West Palm Beach, FL 33401

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Valley Wealth Managers, Inc Brokerage Details

Total Assets Under Management

$2,246,985,760

FL Average: $10,121,009,343
Total Number of Employees

52

FL Average: 92
Total Number of Accounts

1,997

FL Average: 6,978
Average Account Size

$1,125,181

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Risalee Espinal Work History

2023 - Present (1 year)

Valley Financial Management, Inc

2023 - Present (1 year)

Valley National Bank

2021 - 2023 (2 years)

Alliance Bernstein

2019 - 2021 (2 years)

Jp Morgan Chase

2018 - 2018 (< 1 year)

American Writers And Artist

2016 - 2018 (2 years)

Slp Language Academy

2016 - 2016 (< 1 year)

Family Office Networks

2012 - 2015 (3 years)

One Price Dry Cleaners

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Risalee Espinal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valley Wealth Managers, Inc

John D'Arco
Paramus, NJ
Brian Stigliano
New York, NY
Camille Madison
Paramus, NJ
Oscar Moraga
Paramus, NJ
Bryan Bornschein
Miami, FL
Nicholas Maguire
Paramus, NJ
Martin Gale
Tampa, FL
Jason Calderwood
West Palm Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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