VNFA NEWS

Posted on February 1, 2022 by The Weekly Commentary

We are pleased to announce the promotion of William Henderson to Chief Investment Officer.

Bill, who joined VNFA in August 2020 as Vice President and Head of Investment, came to Team VNFA after 30 years in the industry and 26 years at BlackRock, Inc.

Learn more about Bill on our website: William Henderson – Valley National Financial Advisors

He now leads VNFA’s Investment Department, chairs the internal Investment Committee, and directs all investment research efforts. He provides investment analysis and assists VNFA’s advisory teams with portfolio strategy and asset allocation direction. He meets frequently with representatives from global asset managers to discuss their views about the economy and financial markets, and he lends his own current market observations in VNFA’s The Weekly Commentary e-mail newsletter.

“Bill has been a positive force on our team from the start,” said Matt Petrozelli, VNFA CEO. “Under his leadership our Investment Department has evolved into an even more sophisticated and efficient part of our operations, adding tremendous value to the client experience.”

“I am very proud to be working at a firm like VNFA that put clients first,” said Henderson. “This team is a model example of a fiduciary standard where the culture is based on doing what is right for each client.”

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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