VNFA NEWS

Posted on January 21, 2020 by The Weekly Commentary

We are pleased to announce the promotion of Elizabeth Wilson, CPA to the position of Chief Financial Officer.

Elizabeth joined the company as Corporate Controller in 2014, and was most recently Vice President, Finance & Tax Services. As part of the executive management team at VNFA, she oversees firm-wide financial operations as well as strategic and risk management, in addition to serving as Head of Tax Services.

VNFA Executive Management Team (left to right): Judianne Harris CMO, Matthew Petrozelli CEO, Elizabeth Wilson CFO

Elizabeth is a Certified Public Accountant with more than 15 years of experience in accounting and management. A graduate of Muhlenberg College in Allentown with a B.A. in Accounting and Business Administration, Elizabeth moved back to the Lehigh Valley from New York City to join the VNFA team. She was recognized in 2018 by the PICPA (Pennsylvania Institute of Certified Public Accountants) with the Young Leader Award; and in 2019 was named the Lehigh Valley Business CFO of the Year Rising Star.

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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