Pine Valley Investments (PVI) is a registered investment advisory (RIA) firm and proud to
announce the addition of Jason Braatz, Scott Walden, and James Varley as the Braatz Wealth
Advisors (BWA) group. Prior to joining PVI, the BWA group was part of a team responsible foroverseeing 500+ million dollars at Merrill Lynch.
"We are thrilled to have Jason join our team. His industry experience, coupled with his teams unwavering commitment to providing exceptional service aligns perfectly with our mission of delivering outstanding results for our clients. We are confident that Jason's expertise will further strengthen our capabilities and contribute to the continued growth and success of PVI." - Mike Modica, Partner of PVI.
Nick Lampone, the Chief Strategy Officer of PVI added, “the addition of BWA marks an exciting chapter for our firm. This step further solidifies our commitment in delivering exceptional wealth management solutions to our esteemed clientele. PVI remains a place for not just any advisor, rather the most proven advisors.”
Commenting on his new role, Jason expressed his enthusiasm for joining PVI: "I am blessed for my time and experiences at Merrill Lynch. My team and I are honored to join a forward-thinking firm like Pine Valley Investments. This decision was the result of a thorough analysis, but a simple objective – where can I best offer a client first approach.”
About Pine Valley Investments (PVI):
Pine Valley Investments is a leading registered investment advisory firm specializing in wealth
management, risk management and planning solutions. With a team of proven and experienced professionals, PVI is dedicated to delivering comprehensive financial solutions tailored to meet the unique needs and objectives of their institutional and high-net-worth clients.
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