VNFA NEWS

Posted on July 18, 2023 by The Weekly Commentary

Team VNFA Adds Relationship Manager Role

Join us in welcoming Al Jackson to the newly created Relationship Manager position. “Since joining us in June, Al is already making a positive impact on VNFA’s strong tradition of client service,” said Matthew Petrozelli, Chief Executive Officer. Al brings with him a wealth of experience and an unwavering passion for building and nurturing strong relationships. Al joined the team from Fidelity and has extensive client service and sales experience within the financial services industry.

Al is a Caldwell University graduate with a Bachelor of Science in Business Administration. He started his career in insurance and banking and has moved into the finance world over the years. “It is exciting to see someone of Al’s caliber join the firm as a Relationship Manager. His background with Fidelity brings a fresh perspective to the team and our clients,” said Jackie Gerstung, Client Service Manager.

Al, originally from New York, lives in the greater Lehigh Valley. He enjoys spending time with his wife and son. In his free time, Al dives into technology, specifically robotics and drone technology. Al is based out of our Bethlehem headquarters, and he can be reached at 610-868-9000 ext. 116 or ajackson@valleynationalgroup.com.

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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