VNFA Announces Promotions, Including Two Financial Advisors

Posted on August 25, 2020 by The Weekly Commentary

Valley National Financial Advisors (VNFA) promoted five team members, including Ryan Mulhearn, CIMA and Michael Warch to the position of Assistant Vice President / Financial Advisor.

Rob Ziobro and Ashley Santiago have been promoted to Assistant Vice Presidents of Technology and Human Resources respectively. Simone Sanvito has been promoted to Senior Associate as part of the firm’s Entry-Level Professional (ELP) program.

Ryan joined the team in 2017 and Mike in 2018, both with several years of industry experience. Since then, they have each mentored with senior members of the team and worked to support clients with their financial planning, tax and wealth management needs.

Ryan and Mike will continue to work collaboratively with their VNFA service teams in addition to managing client relationships as full-time Financial Advisors.

Rob joined VNFA in 2012 for a part-time role that quickly developed into a full-time position. He has most recently served as Director of Technologies, supporting the infrastructure and driving innovation across the firm’s three offices.

Ashley was hired as Director of Human Resources in 2018. She oversees all of the company’s recruiting, development, policies, benefits, training, and enhancements to the employee experience.

Simone was hired as an Associate through the VNFA ELP program in 2018 after completing two summer internships with the firm. The ELP program is designed to integrate entry level associates into the company’s business model giving them the skills, training, education and practice of foundations in financial planning, tax preparation, and investment management.

“Although 2020 has been a trying year for many businesses and individuals, we are so glad that VNFA has been able to keep our staff and clients safe while staying positioned to continue our growth,” said Matt Petrozelli, CEO. “Our client-first culture starts with having the right people in the right roles to serve our clients. These five are just a few examples of the excellence that I continue to see from my team in support of our firm’s mission and values.”

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

Securities offered through Valley National Investments, Inc. Member FINRA SIPC. The Standard & Poor’s 500 (S&P 500), Morgan Stanley EAFE Developed Countries, and the Lehman Brothers Aggregate Bond Index are an unmanaged group of securities considered to be representative, in general, of the US stock market, the foreign stock market, and the US bond market, respectively. Opinions expressed are subject to change without notice and are not intended to be investment advice or to predict future performance. Consult your financial professional before making any investment decision. Past performance does not guarantee future results. Valley National does not purchase content for its newsletter from outside supplier/vendors. Valley National is in compliance with the current registration and/or notice-filing requirements imposed upon SEC registered investment advisers by those states in which Valley National maintains clients. Advisors of Valley National may only transact business in those states in which they are registered, or qualify for an exemption or exclusion from registration requirements. The Valley National newsletter, The Weekly Commentary, is limited to the dissemination of general information pertaining to investment advisory and financial planning services and other general information it believes would be of interest to its clients and friends. Nothing in this newsletter shall be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, and/or legal advice. Nothing in this newsletter shall be construed as an offer to sell, or a solicitation to buy securities. Nothing contained in this newsletter shall be construed as creating a planner client relationship by virtue of your access to this newsletter. Readers should not rely solely on any information contained herein to plan your estate, or invest your assets, or plan for your income taxes, or make any other financial planning decision. All trademarks and logos appearing herein are those of their respective owners. Information throughout this newsletter is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the reader. Copyright © 2019, Valley National Group, Inc. All Rights Reserved.