Join us in welcoming Avani Dattani, MPAcc to the position of Senior Tax Accountant. Avani is a Western Sydney University Alumna, where she graduated with a master’s degree in Accounting.
Avani has more than 11 years of corporate experience in accounting & income tax preparation. She has experience in the preparation and review of tax returns, both for individuals and businesses. “Our Tax Department team is pleased to welcome Avani to VNFA in this full-time role,” said Amanda Pugliese, CPA, Director of Tax Services.Originally from India, Avani has lived in New Jersey for more than 12 years. Outside of her professional work, she enjoys spending time with her husband & daughter. She loves to travel and has already been to 10 countries, so far. Avani will work a full-time remote schedule and she can be reached through our Bethlehem headquarters at 610-868-9000 ext.104 or email@example.com.
Team VNFA is excited contribute to the 2022 Volunteer Center Holiday Hope Chests. This will the 22nd year celebrating the delivering of joy and laughter with their shoeboxes to over 8,000 youth here in our community. Every box donated makes a difference in a child’s life. The Volunteer Center makes it easy for anyone that wants to participate and bring extra smiles to kids in our community. Team VNFA is happy to share a little magic this year. If you are interested in being part of this amazing cause visit the Volunteer Center of the Lehigh Valley.
Our CFO, Elizabeth Wilson will be a panelist for Adapt+Grow on November 17, 2022, for a 360 Tactical Business Prep for 2023. She will be in front of business owners around the U.S./ Tri State to show them how they can level up their business for 2023. With economic uncertainty ahead, the key to success is preparation and execution. Experts will touch on Finance, Legal, Executive Coaching, and Marketing. Get your ticket to event at: https://adaptingsocial.com/adapt-grow-2022/#
Team VNFA wants to thank Apollo Grill for including us in their Breast Cancer Awareness Running/Walking Challenge. Our run/walk team was able to complete 10 miles each over seven days. Apollo and VNFA will donate $3,000 to Cancer Support Community of the Lehigh Valley. Thank you also to everyone who dined at Apollo in October for which the restaurant donated 5% of their food sales. Coming up on Thursday, November 17, Apollo is hosting a Dine to Donate benefit for Victory House. Call for your reservations today!
Our Chief Investment Officer William Henderson talks about very important topics this week – he explains the recession meter used by VNFA, talks about inflation, and shares some tips on the differences between Bull and Bear markets.
Team VNFA is joining forces with Apollo Grill to fundraise for Cancer Support Community Greater Lehigh Valley in support of Breast Cancer Awareness.
Team Apollo with members from VNFA will each walk/run 10 miles over seven days and Apollo and Valley National Financial Advisors will donate for each mile to the Cancer Support Community.
How can you help? Do good by dining out. Every Thursday in October Apollo Grill has been donating 5% of their lunch and dinner food sales to the Cancer Support Community. It is not too late – there is still one more Thursday left this month.
Valley National Financial Advisors (VNFA) has hired Fatima Alba to the newly created position of Marketing & Communications Coordinator. Fatima is a Penn State Lehigh Valley Alumna, where she graduated with a bachelor’s degree in Corporate Communication. Fatima is also the proud recipient of the 2020 Penn State Heart of the Lion Award.
Fatima will work directly with the Chief Marketing Officer (CMO) to coordinate, execute, and monitor marketing and communication efforts. “Fatima is ideally suited to take on this new job, and a welcome addition to the team,” said Judianne Harris, CMO. “I believe she will be able to make an immediate impact by simply lending a fresh perspective to our internal and external communication and branding strategies.”
Originally from New York City, Fatima has lived in the Lehigh Valley for more than 10 years. Outside her professional work, Fatima hikes and loves to spend quality time with her family. Fatima will work on a full-time hybrid schedule based in the firm’s Bethlehem headquarters and she can be reached at 610-868-9000 ext. 115 or firstname.lastname@example.org.
VNFA Partners with WDIY Again to Support Second Harvest Food Bank This week kicks off WDIY’s Fall Membership Drive during which Valley National Financial Advisors will again donate to provide meals through Second Harvest Food Bank. VNFA has supported the partnership since 2017 and last year was able to fund 12,128 meals for those in need across the Lehigh Valley.
Every dollar donated to WDIY during this year’s Fall Membership Drive will help provide meals to those in need in the Lehigh Valley. For every $100 WDIY receives in donations, Second Harvest Food Bank of the Lehigh Valley will provide 21 meals to individuals and families in our community. READ MORE
Valley National Financial Advisors (VNFA) has hired Jackie Gerstung to the newly created position of Client Service Manager. Jackie joins the team from PNC Bank and has more than 15 years of experience in financial services.
In her role, Jackie will oversee client-facing support staff and be responsible for procedures contributing to the client experience (CX). Her background in financial technology and project management will allow her to add innovation and efficiency for the team, as well as support everyone at the firm with problem-solving, training and accountability around the VNFA CX.
“At VNFA we put our clients first and our service team professionals are some of the best in the business,” said Donna Young, VP of Client Service. “Jackie’s leadership as part of this team is going to take us to the next level as we get closer to 40 years in business.”
Originally from Texas, Jackie has lived in the Lehigh Valley for more than 20 years. Outside of her professional work, Jackie and her husband keep busy with their four grandchildren. Jackie will work on a full-time hybrid schedule based in the firm’s Bethlehem headquarters and she can be reached at 610-868-9000 ext. 109 or email@example.com.