Valley National News

News & Announcements Senior Tax Accountant Joins Valley National Financial Advisors October 2018 - Valley National Financial Advisors welcomes Christopher Popp, CPA, MST to the team as Senior Tax Accountant. Valley National’s First CFA Promoted to Assistant Vice President October 2018 - We are pleased to announce that our Head of Invesments, Connor Darrell, has obtained his Chartered Financial Analyst^® (CFA) designation, and has been promoted to Assistant Vice President. Valley National CPA Receives PICPA Young Leader Award September 25, 2018 - Congratulations to our Assistant Vice President, Finance & Accounting Elizabeth Wilson, CPA! She was honored yesterday by the Pennsylvania Institute of CPAs (PICPA) with a 2018 Young Leader Award. Valley National Hires Entry-Level Associate September 2018 – Valley National Financial Advisors welcomes Simone Sanvito as the firm’s newest Associate. Simone graduated from Hofstra University in Long Island with a Bachelor of Business Administration as a double major in Finance & Accounting. Introducing the Valley National Client Access App Your Valley National eVault Client Portal? There’s an APP for that! More Valley National News

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 VIMEO \| YOU TUBE \| More Valley National Video 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”

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
LV BUSINESS: “90 Ideas in 90 Minutes” with Matt Petrozelli
Valley National CEO Matt Petrozelli was among the panel of presenters at the 2018 Lehigh Valley Business "90 Ideas in 90 Minutes" event. He spoke about leadership, change and financial health.
Tax Reform Guide Features VNFA’s Laurie Siebert
Pennsylvania CPA Journal published a Bonus Edition 2018 featuring an article by Laurie A. Siebert, CPA, CFP^®, AEP^® and Senior Vice President - Tax Reform's Effect on Charitable Giving.