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Valerie McWilliams Director, Annuity Sales

vmcwilliams@marketsharefinancial.com
Main 800 421 8260
Office 317 573 2250 ext 2453
Fax 317 573 2254
  • Insurance Division

Valerie joined MarketShare in 2020 and has over twelve years’ experience in the financial services industry, including roles as a financial professional, internal wholesaler, and product marketing manager.

As the Director of Annuity Sales, Valerie will be responsible for assisting advisors to develop and provide annuity solutions within their clients’ financial plans, creating and communicating marketing opportunities, and growing the annuity team.  Product knowledge, communication and creativity are key tenants of her position.

She is advisor-focused and driven to deliver for our financial professionals, while building relationships through collaboration and communication.

 

Licenses:  Series 7, 66, FLMI, ACS CLTC

Education:  Ball State University

Get to Know Valerie!

 

What do you think are the best skills that you bring to your job?  

 “Love talking to people, being a product nerd, and out-of-the-box thinking!”

What are some causes you care about?

“Cancer research (love the Vera Bradley foundation).”

What would be your personal motto?

     “Own Your Destiny!”