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Fifth Third Investment Team Valerie Mulgrave

Investment Executive

Day of the WeekHours
Monday
9:00 AM - 5:30 PM
Tuesday
9:00 AM - 5:30 PM
Wednesday
9:00 AM - 5:30 PM
Thursday
9:00 AM - 5:30 PM
Friday
9:00 AM - 6:00 PM
Saturday
9:00 AM - 1:00 PM
SundayClosed

About Valerie

Serving the Frankfort area, Valerie provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Valerie works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
My husband and I moved to Central Kentucky in 2007 from Northern Pennsylvania. We try to take advantage of all the area has to offer, visiting Kentucky's state and national parks, attending horse races at Keeneland and Churchill Downs, and enjoying the natural beauty of the Bluegrass region. My husband and I enjoy fishing, working around the house, and being with friends. I also enjoy riding and spending time with my adopted off-track Thoroughbred.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals.
I have been in the Financial Service industry since 2003.
St. Bonaventure University, St. Bonaventure, New York
M.B.A., St. Bonaventure University, St. Bonaventure, New York
  • Series 7
  • Series 66
  • Life Insurance
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About Fifth Third Securities

With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to preserve and grow your assets1, protect your family, and allow you to create the lifestyle you want.
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