Valley National Financial Advisors welcomes Eric Cedor to the team as Senior Associate.
Eric will work out of Valley National’s Bethlehem office as part of a service team supporting clients in the areas of wealth management and financial planning, as well as continuing professional development through the firm’s Entry Level Professional (ELP) program. The ELP program, now in its seventh year, is specifically designed to prepare the next generation of Financial Advisors at Valley National with key skills and knowledge.
“Our ELP Program continues to be a valuable initiative as we focus on long-term succession for our Financial Advisors,” said Matthew Petrozelli, Chief Executive Officer. “It is important that our clients have a trusted team that supports their personal financial advisor today, and the peace of mind that their service relationship with VNFA will stand the test of time.”
Eric has four years of industry experience. He holds his Series 7, Series 66 and Series 99 securities licenses, and is working to obtain the Pennsylvania Life and Health Insurance license. Eric has a B.B.A in Economics from Temple University’s Fox School of Business.
Eric lives in Bethlehem with his fiancé. In his free time, he is passionate about karate and enjoys teaching others.
Eric can be reached at email@example.com or at 610-868-9000 x 134
We’re seeking a full-time Operations Associate to join our team in Bethlehem to manage all aspects of wealth management fee billing and commissions. READ MORE about this position and apply online at our website: valleynationalgroup.com/join-our-team
As we usher in 2019, our team reflects on the people who matter so much to us – our clients. Without you, we would not have the pleasure of living our purpose to help others. We thank you for your continuing trust in us.
Our offices will close at 1 p.m. with the markets on Monday, December 24 and remain closed Tuesday, December 25 in observance of the Christmas holiday. We will be back to normal hours on Wednesday, December 26.
We are pleased to announce that Associate Financial Advisor, Jessica Goedtel, has earned the Certified Financial PlannerTM (CFP®) professional designation.
The marks mentioned above, identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board of Standards, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Jessica joined Valley National Financial Advisors in May 2016 as Associate. The following year she was promoted to Senior Associate, and in 2018 was given the title of Associate Financial Advisor. Her CFP® certification makes her the ninth on the team at Valley National – the most of any financial planning firm in the Lehigh Valley.
Our Bethlehem and New Jersey offices will be closing at 11:30 a.m. on Friday, December 14th so that our team can celebrate the holidays together. For our clients, we are still accessible if you need us urgently!
Last week, our team got to deliver special gifts to both the Volunteer Center of the Lehigh Valley and Second Harvest Food Bank of Lehigh Valley and Northeast Pennsylvania.
On Thursday, Senior Vice President Laurie Siebert and CEO Matt Petrozelli dropped off a check to purchase 12,865 meals through Second Harvest thanks to our partnership with WDIY 88.1 FM. During their Fall Pledge Drive, for every $100 raised VNFA donated funds directly to Second Harvest to provide 21 meals for families in need.
On Friday, a small group from our Bethlehem office delivered more than 40 Holiday Hope Chests to the Volunteer Center to be distributed to local children this holiday season through participating non-profits. The program provided 35 local organization with 7,500 wrapped and filled shoe boxes for underprivileged children.
All of us at Valley National would like to extend our sincerest thanks to all of our clients and friends who helped us make these contributions by supporting our community initiatives. We look forward to continuing to make a difference with you in 2019!
Today is #GivingTuesday!
Join us today for our WRAPPING PARTY, 11 a.m. to 1 p.m. at our Bethlehem headquarters.
If you cannot stop by, you can still support the Volunteer Center’s effort to create 7,500 Holiday Hope Chests by donating to the #GivingTuesday campaign.
In observance of Thanksgiving, our offices will be closed on Thursday, November 22. We will be open on Friday morning, but our office will close again at 1 p.m. with the markets on November 23.
Help Us Create Holiday Hope Chests!
Join in our effort to support local children this holiday season through the efforts of the Volunteer Center of the Lehigh Valley. WHAT ARE HOLIDAY HOPE CHESTS?
We’re reaching out to our clients and friend to help us. WHAT CAN I CONTRIBUTE?
Plus, we’re having a WRAPPING PARTY on November 27, 11 a.m. to 1 p.m. at our Bethlehem headquarters. You’re invited to join us!
If you cannot stop by, you can still support the cause by donating to the #GivingTuesday campaign. Click here for details.