Valley Wealth Group Employee Directory

Q: What is Valley Wealth Group known for?

Valley Wealth Group was founded in 2015. Valley Wealth Group operates in the Financial Services industry.

Q: How many employees does Valley Wealth Group have currently?

Valley Wealth Group has approximately 13 employees.

Financial ServicesNorth Carolina, United States11-50 Employees

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
www.valleywealthgroup.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
FINRA: www.finra.org
SIPC: www.SIPC.org

Find Valley Wealth Group employees' phone numbers or email addresses

Valley Wealth Group Global Highlights

North America
16

United States Of America
16

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Valley Wealth Group's Leadership

T. R.
Chief Operations Officer
Mobile Phone
Email
J. M.
*president / Wealth Management Advisor
Mobile Phone
Email
D. K.
Owner
Mobile Phone
Email
C. M.
Wealth Manager
Mobile Phone
Email
K. H.
Business Development & Client Communications Manager
Mobile Phone
Email
A. P.
Principal
Mobile Phone
Email
J. C.
Wealth Advisor
Mobile Phone
Email
J. W.
Financial Consultant
Mobile Phone
Email

Valley Wealth Group Employee Metrics

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2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Valley Wealth Group

Name

Title

Contact Info

Location

Last Update

J. M.
*president / Wealth Management Advisor
Mobile Phone
Email
United StatesVirginia
Mar 04, 2026
T. R.
Chief Operations Officer
Mobile Phone
Email
United StatesVirginia
Nov 03, 2025
D. K.
Owner
Mobile Phone
Email
Oct 23, 2024
C. M.
Wealth Manager
Mobile Phone
Email
Oct 18, 2024
K. H.
Business Development & Client Communications Manager
Mobile Phone
Email
Aug 10, 2025
A. P.
Principal
Mobile Phone
Email
Oct 21, 2024
J. C.
Wealth Advisor
Mobile Phone
Email
United StatesVirginia
Feb 25, 2026
J. W.
Financial Consultant
Mobile Phone
Email
United StatesVirginia
Sep 11, 2025
C. P.
Management Staff
Mobile Phone
Email
United StatesNew Jersey
Oct 17, 2025
G. W.
Financial Consultant
Mobile Phone
Email
Jan 12, 2026

Frequently Asked Questions

What is Valley Wealth Group known for?

Valley Wealth Group was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 800 Arendell Street Morehead City, North Carolina 28557 United States; you can contact the main corporate office by phone at

+1-540-491-****

. Explore Valley Wealth Group's company overview page for more information.

What is Valley Wealth Group's most common email format?

Valley Wealth Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Valley Wealth Group email formats with LeadIQ.

How many employees does Valley Wealth Group have currently?

Valley Wealth Group has approximately 13 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Valley Wealth Group's key employees and leadership?

As of February 2026, Valley Wealth Group's key employees include:

Chief Operations Officer: T. R.
*president / Wealth Management Advisor: J. M.
Owner: D. K.
Wealth Manager: C. M.
Business Development & Client Communications Manager: K. H.

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