With more than 25 years of experience in the financial services industry, Veronica brings extensive knowledge to her role. Fluent in English and Spanish, she connects with clients on a deeper level, treating each one with respect. She also assists the team in striving to exceed client expectations through responsive service. Trustworthy and reliable, her ability to handle any client request, question or concern with confidence is an asset to the practice.
Veronica joined Marquez Private Wealth Management of Raymond James because she found the client-centered approach to be a refreshing and welcome change. Before that, she served as a wealth management associate at UBS Financial Services in Los Angeles. Her background also includes client service roles at Morgan Stanley and Smith Barney, where she also spent three years in the options department. She began her career in finance at a young age, finding satisfaction in helping people pursue their goals, and has earned a California insurance license, as well as Series 7, 31 and 66 licenses.
Giving back is a priority for Veronica. She volunteers at Los Angeles Mission and God’s Pantry, and gets involved in school community projects through LA Works. She also supports Cards for Hospitalized Kids, and has donated her hair to Locks of Love for the past 10 years.
Born and raised in Southern California, she currently resides in the San Fernando Valley. When she’s away from the office, she enjoys participating in the annual Spartan Trifecta Races, running, hiking, traveling and spending time with family and friends.
Raymond James is not affiliated with the above organizations and/or charitable causes.