VNFA NEWS

We are Hiring!
Valley National Financial Advisors is seeking a full-time Financial Technology and Trading Associate to manage our investment databases and assist with operational securities trading and support. Learn more and find the application link at our website: https://valleynationalgroup.com/about-vnfa/join-our-team/

VNFA In the Community
Although it looked very different this year, without a wrapping party or group delivery, our team put together 35 Holiday Hope Chests for Volunteer Center of the Lehigh Valley. We were also able to sponsor additional online gift purchases and wrapped boxes to help the program supply a happy holiday to thousands of local children through non-profit distributions. “Our goal was 35 boxes as a nod to our 35th anniversary as a local and independent business this year,” said Judianne Harris, Chief Marketing Officer. “Members of our team really went above and beyond using creative and safe approaches to make a meaningful contribution.”

Thank you to everyone who helped support our commitment to community!

Message from the CEO: Thank you!

As we are reaching the end of a tumultuous year, I am reflecting on how thankful and proud I am of our VNFA team. Since the pandemic began, every single employee has proven their dedication to our clients – helping them navigate through the fastest market selloff in history, working long hours through an extended tax season, and all while doing it from a safe distance. Additionally, I am grateful for YOU, our clients, who have been with us every step of the way. 

VNFA NEWS

Security update to eVault Client Portal login
As an added layer of security for your eVault Client Portal, dual-factor authentication will be required as part of the login process, beginning today – December 1, 2020. Due to updates, the VNFA app for portal access from mobile devices is experiencing down time. We apologize for any inconvenience this may cause temporarily. Please contact our team if you have any questions.

VNFA NEWS

Welcome Zaesha Boirard to Team VNFA!
She will be working remotely from the Bethlehem office as Administrative Assistant for the Tax Department. She will be responsible for coordinating processes across the tax team, and managing client data, documents and communications. Zaesha joins the team with many years of administrative and client service experience, and she is committed to the VNFA client -first culture.

VNFA NEWS

Our team is excited to announce that our partnership with WDIY will result in a donation to Second Harvest Food Bank for 12,362 meals. As part of the radio station’s Fall Membership Drive, VNFA sponsored an incentive whereby every $100 pledged to support WDIY triggered a separate, direct gift to Second Harvest. Thank you to everyone who gave in support of both non-profit organizations!

Welcome Tim Richmond, CPA to the VNFA Tax Department

Our team is pleased to welcome Tim Richmond, CPA to Valley National Financial Advisors in the full-time role of Tax Preparer.

Tim joins VNFA with 15 years of tax and accounting experience. He has a master’s degree in Business Intelligence from Saint Joseph’s University and a Bachelor of Science in Accounting and Economics/Finance from Muhlenberg College.

Tim will work as part of the VNFA Tax Department headquartered in Bethlehem. He will begin his work with VNFA remote as our offices remain closed during the COVID-19 pandemic.

VNFA NEWS

Team VNFA invites you to be part of our Holiday Hope Chest donations. November is upon us and our team has made a commitment again to create 2020 Holiday Hope Chests.

The Volunteer Center of the Lehigh Valley’s annual program gathers shoe boxes filled with gifts for nonprofit organizations to distribute. This year, more than 9,000 boxes were requested from agencies across the Lehigh Valley. Learn more at volunteerlv.org/holiday-hope-chests

Although our offices remain closed for the safety of our clients and staff, we will be accepting appointments for drop off of items, if our neighbors and friends wish to donate gifts or complete shoe boxes. Contact our team with questions, to learn about the suggested gift list or to arrange an appointment for delivery in November. Thank you!

VNFA NEWS

Team VNFA is proud to sponsor the PICPA Lehigh Valley Chapter’s Virtual 5k Run/Walk supporting the Pennsylvania CPA Foundation. Follow #PICPA5K to watch the journey through Oct. 25: https://www.picpa.org/chapters/lehigh-valley

Today – October 20 – is the Valley National Financial Advisors “Local” Challenge. Snap a picture at your favorite local establishment and post it with #PICPA5K and #TeamVNFA for chances to win gift certificates to Aardvark Sports Shop in Downtown Bethlehem.

VNFA NEWS

Team VNFA is pleased to once again partner with WDIY 88.1 FM during this membership drive to help Second Harvest Food Bank of the Lehigh Valley and Northeast Pennsylvania. For every $100 WDIY receives in donations during the membership drive, Valley National Financial Advisors will fund 21 meals to individuals and families in our community. Last year, the partnership resulted in almost 12,000 meals. The Membership Drive began yesterday, October 12, 2020. READ MORE

VNFA NEWS

Team VNFA is at 95% of our fundraising goal in the Community Bike Works Spin-a-Thon 2020. This virtual event has us spinning, running, walking, swimming, and tallying up our miles in celebration of Community Bike Works’ 25 years of their Earn a Bike program. Learn more about this organization and share it to support our team’s campaign. CLICK HERE