Valeo Financial Advisors LLC Employee Directory

Q: What is Valeo Financial Advisors LLC known for?

Valeo Financial Advisors LLC was founded in 2003. Valeo Financial Advisors LLC operates in the Financial Services industry.

Financial ServicesIndiana, United States51-200 Employees

Valeo Financial Advisors, LLC
10 W Carmel Drive, Suite 400
Carmel, IN 46032
United States

Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning.  As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.

Find Valeo Financial Advisors LLC employees' phone numbers or email addresses

Valeo Financial Advisors LLC Global Highlights

North America
229

United States Of America
229

Europe
5

France
3
United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

China
1

South America
1

Brazil
1

Valeo Financial Advisors LLC's Leadership

G. J.
Chief Advisory Officer
Mobile Phone
Email
A. T.
Senior Director Of Technology
Mobile Phone
Email
M. S.
Lead Advisor - Real Estate Private Investment Committee
Mobile Phone
Email
S. W.
Client Service Relationship Manager - Uhnw | Private Client
Mobile Phone
Email
M. R.
Client Service Relationship Manager
Mobile Phone
Email
M. S.
Operations Manager
Mobile Phone
Email
N. D.
Portfolio Manager
Mobile Phone
Email
F. O.
Senior Investment Advisor
Mobile Phone
Email

Contact profiles from Valeo Financial Advisors LLC

Name

Title

Contact Info

Location

Last Update

K. R.
Cpa
Mobile Phone
Email
Oct 23, 2024
M. C.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
M. E.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
R. C.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
R. P.
Financial Advisor
Mobile Phone
Email
Jan 14, 2025
S. B.
Management
Mobile Phone
Email
Apr 24, 2025
S. F.
Financial Advisor
Mobile Phone
Email
United StatesColorado
Oct 22, 2024
B. M.
Financial Advisor
Mobile Phone
Email
Oct 23, 2025

Frequently Asked Questions

What is Valeo Financial Advisors LLC known for?

Valeo Financial Advisors LLC was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-888-488-****

. Explore Valeo Financial Advisors LLC's company overview page for more information.

What is Valeo Financial Advisors LLC's most common email format?

Valeo Financial Advisors LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Valeo Financial Advisors LLC email formats with LeadIQ.

How many employees does Valeo Financial Advisors LLC have currently?

Valeo Financial Advisors LLC has approximately 197 employees as of December 2025. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Valeo Financial Advisors LLC's key employees and leadership?

As of December 2025, Valeo Financial Advisors LLC's key employees include:

Chief Advisory Officer: G. J.
Senior Director Of Technology: A. T.
Lead Advisor - Real Estate Private Investment Committee: M. S.
Client Service Relationship Manager - Uhnw | Private Client: S. W.
Client Service Relationship Manager: M. R.

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