Jaclyn M. Cornelius, CFP®, EA

Jaclyn M. Cornelius, Assistant Vice President

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Professional Certifications / Registrations

  • Certified Financial PlannerTM (CFP®)
  • Enrolled Agent (EA)
  • BA – Business Administration and Organizational Behavior – New York University, New York, NY
  • Investment Adviser Representative
    Valley National Advisers, Inc.
  • Registered Representative
    Valley National Investments, Inc.
  • Licensed Insurance Agent (PA)
Industry Affiliations / Awards & Recognitions

  • Member, Financial Planning Association
  • Member, Estate Planning Council of the Lehigh Valley
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Get to Know Jackie
Jackie is a Financial Advisor with Valley National and is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. In addition to assisting with Valley National’s Investment Committee, her focus is in comprehensive financial planning (tax, cash flow, budgeting, retirement and estate planning) and investment portfolio analysis and management. She also has a special focus in Executive Benefits. She is a member of both the Financial Planning Association and the Estate Planning Council of the Lehigh Valley. Prior to joining Valley National, Jackie was employed at a financial services firm as a financial planner. She received her bachelor’s degree in business administration and organizational behavior from New York University and is a Certified Financial Planner™ Professional and a registered trust representative and a Registered Representative. She resides in Nazareth, PA with her husband and three children.

Jackie first realized that she wanted to help people with financial planning when she watched her grandmother struggle with finding someone to trust for financial advice. “I help people understand their financial options and choices,” she says. “I want to be a resource for them to help make good decisions.” After more than 15 years, Jackie is still excited about always increasing her knowledge and expertise to be a qualified resource for clients.

As a mother of three, Jackie understands the demands of work-life balance and can relate to the challenges and questions that many young families face. “My clients feel comfortable with me,” says Jackie. “They can ask anything and I can explain difficult concepts to them in easy-to-understand terms.”

In addition to her individual clients, Jackie works as part of Valley National’s ExecutiveEdgeTM team. She works with corporate leaders to offer clarity and understanding about their benefit options and how those important choices can play a role in their personal financial planning. She also helps prepare the next generation by assisting with tax planning and education for those clients’ decendants.

Jackie’s Client Process
Contact Jackie via e-mail or voicemail at our Bethlehem office to schedule a 30-minute initial meeting, either on the phone or in person. In most cases, Jackie will request that you review a financial questionnaire that she can use as part of your conversation to determine how to get started. There is no charge for the initial meeting or paperwork. REQUEST A MEETING

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