Valley National News

Posted on September 11, 2018 by The Weekly Commentary

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.

Simone will work out of Valley National’s Bethlehem office where he will be completing exams required in the financial services industry while learning about the business and assisting with important projects.

“Simone completed two summer internships with us, so he is already familiar with our team and some of our processes,” says Matthew Petrozelli, CEO. “During his time with us, he demonstrated the talent, passion and dedication that our client-first culture requires.”

Originally from Arcore, Italy, Simone came to the United States in 2011 as a high school exchange student and later moved to Long Island, New York to attend Hofstra University. Having visited the Lehigh Valley frequently in recent years, Simone chose to relocate and establish his career in Bethlehem.

He is currently pursuing a Certified Public Accountant (CPA) certification and is also interested in a CFP^® (Certified Financial Planner™) designation in the future.

Outside of work and education, Simone’s passion for the past 10 years has been playing the drums. He is also a soccer fan and his favorite team is A.C. Milan.

Simone Sanvito can be reached at ssanvito@valleynationalgroup.com or 610-868-9000 x132.

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.

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