Valley National Group

News & Announcements

• VNFA Named to 2019 Financial Times 300 Top RIAs
  Valley National Financial Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

• VNFA Wins People’s Choice Award
  Our team is honored to be the recipient of the People’s Choice Award from the Volunteer Center’s 10th Volunteer Challenge with our partners at Paxinosa Elementary and Mission Plant Company. Our Just Press Pause project for teachers was the favorite of attendees at last night’s celebration.

• VNFA Creates “Just Press Pause” Room for Teachers
  Today we revealed our Just Press Pause room to the teaching staff at Paxinosa Elementary. The renovation was our VNFA team’s Volunteer Challenge project.

• New Operations Associate Joins VNFA
  April 2019 - Valley National Financial Advisors welcomes Vance Szabo to the full-time position of Operations Associate, managing wealth management fee billing as part of the back-office operations team based in Bethlehem.

• Mae Gerhart Earns CPA Designation at Valley National
  April 2019 - We are pleased to announce that Mae Gerhart, Tax Accountant / Financial Planning Professional, has earned her Certified Public Accountant (CPA) designation and has been issued her license by the Pennsylvania State Board of Accountancy.

Valley National Radio

• Market Commentary
  Laurie Siebert, CPA, CFP^®, AEP^® welcomes Timothy G. Roof, CFP^®, Vice President and Connor Darrell, Head of Investments, from Valley National Financial Advisors to discuss: “Market Commentary”

• Market Review & Outlook
  Laurie Siebert, CPA, CFP^®, AEP^® and her guests, Timothy G. Roof, CFP^® and Connor Darrell from Valley National Financial Advisors discuss: “2017 Market Review and 2018 Outlook”

• The Language of Investments
  Laurie Siebert, CPA, CFP^®, AEP^®  and her guest Timothy G. Roof, CFP^® from Valley National Financial Advisors discuss: “The Language of Investments”

• Risk Management Discussion
  Laurie Siebert, CPA, CFP^®, AEP^® and her guest, Roxie Muñoz, CLU^®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones through risk management”

More Valley National Radio
“Your Financial Choices – Conversational Radio for Your Financial Life” is hosted by Laurie Siebert, CPA, CFP^®, AEP^®  – yourfinancialchoices.com

Valley National Video

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• Founder Thomas M. Riddle talks about the firm’s mission, history and future.
  

• Our CEO Matt Petrozelli at LV Business 90 Ideas in 90 Minutes
  

Our Team “In the News”

• LV BUSINESS: CEO Interviewed About Financial Wellness
  CEO Matthew Petrozelli was interviewed in a Lehigh Valley Business article abut financial wellness.

• FORBES: “Succession Planning: It’s a Marathon Not a Sprint”
  Matthew Petrozelli, Executive Vice President and Chief Operating Officer was published once again on Forbes.com as a contributor of the Forbes Finance Council.

• VNFA CEO Featured in LVB “Behind the List” Interview
  Lehigh Valley Business selected VNFA for "Behind the List" in their October 8 issue. Accompanying the list of Asset Managers & Investment Brokerage Firms is an interview with our CEO, Matt Petrozelli.

• LV BUSINESS: Wealth Management Guide
  Timothy G. Roof, CFP^® Vice President at Valley National Financial Advisors offers insight in the Lehigh Valley Business Wealth Management Guide 2018.

• CEO Matt Petrozelli Among InvestmentNews 40 Under 40
  InvestmentNews selected our CEO, Matt Petrozelli, as one of its 2018 40 Under 40. investmentnews.com/40

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