Chalmers P. Valentine, CLU® serves as Vice President for Highland Capital Brokerage – Southeast. With over 25 years of experience in the financial services industry, Chalmers’ career is centered on developing and maintaining strong relationships with financial professionals and their clients. She specializes in leveraging life insurance for estate and retirement planning, long-term care, disability insurance, and has experience with executive compensation and employee benefits. In addition, Chalmers was awarded Highland’s 2017 Rookie of the Year.
Prior to joining Highland, Chalmers worked as the Life Insurance Executive for Regions Insurance Group, Inc., a wholly owned subsidiary of Regions Financial Corporation. In this role, she partnered with the Private Wealth Management group in the servicing and sale of life insurance products to high-net worth clients.
Prior to that, Chalmers served as President and Principal of Peyton Financial Group, Inc. for 23 years. Peyton Financial Group specialized in providing life insurance, estate coordination, executive compensation, employee benefits, retirement planning, and other financial services.
Chalmers graduated from Furman University and holds a Chartered Life Underwriter® designation (CLU®). She is a member of the Estate Planning Council, Qualifying and LIFE member of the Million Dollar Round Table, and member of NAIFA. In addition, she is a former President of the Society of Financial Professionals and a National Quality Award recipient.
Registered representatives offer securities through Securities America, Inc., member FINRA/SIPC. Financial advisors offer advisory services through Securities America Advisors, Inc. Highland and Securities America are separate entities.