Episode 13

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Published on:

17th Aug 2021

EWM INSIGHTS with Special Guest - Valarie Vest, First Vice President, Cambridge Investment Research, Inc.

Valarie Vest is a First Vice President of Fiduciary Services at Cambridge

Investment Research, Inc. She is also a Mindset Coach for Women in

Leadership.

Valarie is currently leading efforts at Cambridge in Fiduciary Services, and is a

member of the Growth Leadership Committee.

In this episode of INSIGHTS we discuss Valarie's path, aspiration and passion

for developing women in leadership. We also discuss the unique platform and

purpose of Cambridge Investment Research.

Valarie Vest joined Cambridge in 2018 and has over 20 years of experience in

the financial services industry. Vest is responsible for the collaborative

oversight, development, and support of the Fiduciary Services department.

Prior to joining Cambridge, she held leadership roles in relationship

management and retirement and investment product marketing at Principal

Financial Group.


Valarie earned a Bachelor of Arts degree in economics from the

University of Washington and completed additional coursework at Strayer

University and Rutgers Center for Innovation Education. Additionally, she holds

the FINRA Series 7, 24, and 66 licenses.


Strategic Business Leader ~ Mindset Coach for Women Leaders ~ Innovative

Thinker ~ Constant Learner ~ Community Builder

Valarie Vest

Contact Information:

LinkedIn: linkedin.com/in/valvest

eMail: val@valarievest.com

Twitter: VestVal


Alma Mater:

University of Washington

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About the Podcast

EWM INSIGHTS
Ellis Wealth Management, LLC presents EWM INSIGHTS, a content-rich lifestyle podcast that goes beyond the checklists, to-do lists, and mere financial markets to celebrate HUMAN CAPITAL.
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




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Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC
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Ellis Wealth Management, LLC - “Invest in What You Love!"®

About your host

Profile picture for Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA® is the Managing Director of Ellis Wealth Management, LLC

Paul is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through Investments & Wealth Institute and the Wharton School of the University of Pennsylvania.

In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director.

Paul is an active member of the Investments & Wealth Institute, and member of the Mukilteo Chamber of Commerce.

His volunteer activities have included serving as Chair of the Mukilteo Chamber of Commerce, Co- Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past -President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.

Paul also participates in various local community projects and initiatives.

As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities, and is a known engaging guest speaker.

Seattle Magazine has consistently named Paul to The Best Wealth Managers List and he has been named among America’s Most Honored Professionals by American Registry.