Find Your Advisor

Generic filters
icon

Valerie Traviss

Registered Client Service Associate

  • icon
View Team Page

Valerie Traviss joined Allen & Company in 2004 as a Client Service Associate.  She  elevated her position by completing the Series 7 to become a Registered Client Service Associate in 2008.

Originally from New York, she received her Bachelor of Arts Degree from Mercy College in New York with a major in Psychology with a minor in Criminal Justice. In the team environment, Valerie enjoys the opportunity to work alongside Kyle with the clients he serves. With the majority of her energies being focused on the many day to day account related processes.

Valerie is married and has resided in Winter Haven for over 25 years. When not serving clients, she enjoys the art of nature photography.

Valerie Traviss holds her series 7 with, and is registered through LPL Financial.

Back to Top