Personal Notes

Posted on February 15, 2011 by The Weekly Commentary

I am pleased to announce an important addition to our team at Valley National – Matthew Petrozelli as Vice President and Financial Advisor. After graduating from Lehigh University, Matt developed a strong financial services background with demonstrated success at the following employers during his career path:

1. Developing customized insurance and investment solutions in the career agency program at Northwestern Mutual, a flagship company in the Insurance industry.

2. Investment, retirement and financial planning specialist in the Fidelity Investments retail side where he worked extensively with investors and retirement minded clients.

3. Wealth management and service coordinator in New York City region for HSBC, one of the world’s 5 largest banks.

Matt will see clients in New York City at our new location at 415 Madison Avenue, as well as, work with you alongside our current team of Laurie Siebert, Donna Young, Betty Adam, Joe Goldfeder, Jackie Cornelius and Tim Roof in the Bethlehem office.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

Meet Our Team of Experienced, Highly Educated Professionals

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