Joe is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., Registered Representative with Valley National Investments, Inc., and Licensed Insurance Agent in Pennsylvania and New Jersey. Joe has been part of the Valley National team for 12 years. READ MORE
In case you missed it, the July 11 “Your Financial Choices” radio show featured three professionals from our team!
You can listen to the recording anytime at yourfinancialchoices.com.
We Are Hiring! Our team is looking for an experienced CPA to lead our tax team as Director of Tax Services. Please review and share the job posting on our website at valleynationalgroup.com/join-our-team.
Introducing VNFA VIDEO!
Our CEO offers our first video message to you from our new Bethlehem studio. We are devoted to providing the communication and direction you want from the team that you trust in as many convenient formats as possible. Follow us on social media or visit our website at valleynationalgroup.com/video to follow our video features moving forward. Of course, we will also send you messages directly as part of the The Weekly Commentary e-mail newsletter.
All of us at Valley National wish you a Happy 4th of July. Our offices will close with the markets at 1 p.m. on Tuesday, July 3 and remain closed in observance of Independence Day on July 4. Normal office hours will resume on Thursday, July 5.
We invite you to engage with us! Did you know our team shares daily on social media? Like our pages get the insider scoop on news about our team, tips from our PROS and so much more. You can follow us on Facebook, Twitter, and LinkedIn. Here are quick links to find us online. And don’t be afraid to like, comment, and share.
InvestmentNews selected our CEO, Matt Petrozelli, as one of its 2018 40 Under 40. investmentnews.com/40
Matt was selected was selected as an honoree from a pool of almost 1,000 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership and promise for the future.
“It is an honor to represent our firm and our Lehigh Valley community with this recognition,” said Matt. “I am grateful to be named among the nation’s top emerging talent in our industry.”
He is featured as part of the 5th annual 40 Under 40 list in the June 18 issue of InvestmentNews.
The Weekly Commentary has been undergoing some upgrades! Hopefully you have noticed the new look, and the collection of new contributors from our talented team. Next week, you will receive the newsletter from Valley National Financial Advisors at a new e-mail address: FromOurTeam@valleynationalgroup.com.
Please make sure to include this e-mail in your contacts so that our communication doesn’t get bounced or trashed as spam. If you miss the newsletter on June 19th, e-mail us so we can help correct delivery settings for the future. Also, if you have feedback to share with us about the newsletter format, content or delivery method, please send inquiries to this new e-mail address.
Who “lives” at that address? Rest assured that your e-mail is sent to a real person on our team. Judianne Harris, Assistant Vice President, Marketing works directly with your advisory teams here and she will share anything you send back to us with the folks on your service team.
Finally, do you know someone else who might want to receive The Weekly Commentary? Have them shoot an e-mail to FromOurTeam@valleynatoinalgroup.com to be added to our list.
June 2018 – Valley National Financial Advisors welcomes Michael Warch as the firm’s newest Senior Associate. Mike comes to the team with five years of experience working on financial advisory teams.
Mike 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 sixth year, is specifically designed to prepare the next generation of Financial Advisors at Valley National with key skills and knowledge.
“Our ELP hiring has become very competitive, and we are pleased to be able to attract talented professionals like Mike who already have some experience in our industry,” said Matthew Petrozelli, Chief Executive Officer. “Valley National takes great care in the selection and professional development of our next generation of leaders. That is one of the reasons why our relationships with clients and their families pass the test of time.”
Mike has his Series 7, Series 63 and Series 65 securities licenses, and Pennsylvania Life and Health Insurance license. He plans to pursue the Certified Financial Planner professional designation. Mike has a B.S. from Fairfield University with a double major in Finance & Accounting.
Mike resides in Allentown and is engaged to be married in October. He is an avid Mets, Jets, Islanders, and Notre Dame fan. On the weekends, you can find Mike on the golf course, playing all types of sports, or at the park with his lab named Colby.
Mike can be reached at firstname.lastname@example.org or at 610-868-9000 x 117
Our clients, of course, each have the benefit of a direct relationship with us when they have questions or need information or analysis. That is not news. But, did you know that we also provide an entire website of financial resources available to the public called MyRetirementPro.com?
Why are we telling you this now? MyRetirementPro.com has a new look and a fresh batch of content to share!
Please feel free to explore the new video section, updated calculators, new articles, and more. And be sure to let us know what other resources or topics you, or people you know, might like to see us highlight.
We encourage you to pass the link along to your family, friends, co-workers, neighbors. MyRetirementPro.com is for people looking for a trusted source but are perhaps not ready or able to start a long-term relationship with our one-stop financial team.