Matthew E. Petrozelli

Matthew E. Petrozelli, Executive Vice President & Chief Operating Officer


Professional Certifications / Registrations

  • BA – International Relations, minor in History,
    Lehigh University, Bethlehem, PA
  • Investment Adviser Representative
    Valley National Advisers, Inc.
  • Registered Representative
    Valley National Investments, Inc.
Industry Affiliations / Awards & Recognitions

  • Forbes Finance Council, Member
  • 2014 Leadership Lehigh Valley graduate
  • Schwab Executive Management Program 2015
  • 2015 Forty Under 40 recipient, Lehigh Valley Business
  • Center for Financial Services – Lehigh University, Advisory Board Founding Member
  • Victory House Board of Directors, Treasurer

Get to Know Matt

Matt is currently the Executive Vice President and Chief Operating Officer of the Valley National Group. In addition to overseeing the management of Valley National’s daily operations, Matt serves as a trusted advisor, helping clients with all aspects for their financial planning, retirement planning, and portfolio management. Matt brings a wide range of investment and management experience to Valley National, having held positions at Northwestern Mutual, Fidelity Investments, and HSBC Bank. Additionally, Matt is a Registered Representative with Valley National Investments, Inc., an Investment Adviser Representative with Valley National Advisors, Inc. and a fully licensed insurance agent.

Matt is a recipient of the 2015 Lehigh Valley Business “Forty under 40” award and a graduate of the 2015 Charles Schwab Executive Management Program – a prestigious national program for industry leading executives. Matt currently serves on the Victory House of the LV’s Board of Directors, and is a founding advisory board member of the Center for Financial Services at Lehigh University. He is also a graduate of Leadership Lehigh Valley – which focuses business leaders on the needs of the community. Matt lives locally in the Lehigh Valley with his wife and young son.

Matt serves a dual role at Valley National Financial Advisors as the firm’s COO and as a Financial Advisor. The most important part of his job, he says, is interacting with clients. “As an executive, if you don’t work with clients you can lose touch with their interests – what they want and what they deserve.”

When he is working one-on-one with clients, Matt focuses on investment management, financial planning and insurance. As COO Matt is devoted to bringing in top-notch people as advisors and support staff to serve our clients. “They can go to bed at night knowing their financial needs are taken care of by someone they can trust.”

Matt is a graduate of Lehigh University and, even though he did not grow up here, he returned to the Lehigh Valley with the intention of raising a family here and being very involved in the community. Matt is passionate about keeping Valley National Financial Advisors as a local and independent firm for generations to come.

Matt’s Client Process
Matt has the unique perspective to be able to match you with the right professional at Valley National Financial Advisors based on your specific needs. If you are interested in engaging Matt as your financial advisor, he is open to that opportunity as well. A meeting to determine your needs is available at no charge.

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