Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Valerie Garcia Houts is a Senior Financial Advisor at Merrill Lynch Wealth Management with 29 years of experience in the financial industry, including 23 years with the firm. She specializes in restricted stock strategy and trading, domestic and foreign equity distributions, 10b5-1 plan development and implementation, and regulatory matters related to these areas. Valerie is a founding member of the Venture Services Group at Merrill and previously worked at Montgomery Securities in the Private Client Department, focusing on restricted stock transactions, diversification, hedging strategies, and comprehensive asset management for high-net-worth individuals and foundations.
Valerie holds a Bachelor of Arts degree in economics from the University of California, Irvine, and a Master of Business Administration from the University of California, Berkeley. She is a Personal Investment Advisor (PIA) and has been recognized in multiple industry rankings, including Forbes’ "America's Top Women Wealth Advisors" and Barron's "Top 100 Financial Advisors."
In addition to her professional work, Valerie serves on the boards of Project Glimmer and Compass Family Services, non-profit organizations supporting young women and low-income families in the San Francisco Bay Area. She is also active in leadership at St. Ignatius Church in San Francisco, where she resides with her husband and three daughters.
Bank Of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2002 - Present (24 years)
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