Team VNFA is honoring and remembering our loved ones touched by cancer by decorating our curtain for the Wings of Hope event.
Cancer Support Community of the Greater Lehigh Valley will host the butterfly release at noon on Sunday, Sept. 11 at Cedar Crest College.
Admission is free and donations can be made online at cancersupportglv.org
Team VNFA is so excited to be participating again in the Community Bike Works Cycle Challenge fundraiser. We are getting our riders ready to compete Sept. 22 to Oct. 3. Learn more about this community event and support our VNFA Riders! https://www.pledgereg.com/4415/Team/20174
Community Bike Works renamed the annual Spin-a-thon to the Cycle Challenge. Individuals can participate as well as teams with up to eight members. The goal is to raise $100,000 for the Allentown and Easton programs.
Learn more and sign up for the challenge at PledgeReg.com/communitybikeworks
Join us in congratulating Amanda Pugliese, CPA on her promotion to Director of Tax Services.
Mandy has been part of Team VNFA for more than 14 years in several capacities, most recently as Senior Tax Manager. In addition to continuing to work on tax preparation and planning, Mandy will manage the VNFA Tax Department moving forward.
Tim Richmond, CPA has been given the title of Senior Tax Accountant. Tim joined the team in 2020, bringing 15 years of experience in tax and accounting.
Team VNFA is still searching for CPA professionals to join our Tax Department and work with Tim and Mandy. Learn more about this and other opportunities at valleynationalgroup.com/ join-our-team
Team VNFA is ranked among the Top 300 RIA firms by FA Magazine. 2022_RIA Ranking Online (fa-mag.com)
Join us in celebrating our Assistant Vice President of Human Resources, Ashley Santiago, SHRM-CP. She was just named among the LV Business 2022 Forty Under 40. Forty Under 40 Awards – LVB
Welcome Solana Berrio and Lauren Kelly to Team VNFA!
Solana has joined the team in our Investment Department. She will be working with our Chief Investment Officer and other Associates on research and technology support. Solana already has experience working at VNFA as a tax and investment intern. She has a degree in Business Administration and a master’s degree in Finance from West Virginia University.
Lauren is joining us at the front desk of our Bethlehem headquarters. She will be welcoming guests and answering your phone calls. As Front Office Coordinator, Lauren will be in the office managing the day-to-day for our hybrid team members who are working onsite and remotely throughout the week. She has more than 20 years of experience in client service, account support and office administration.
Our CFO, Elizabeth Wilson, is a featured guest on the Sidetrade Finance to Futurist podcast July 4 episode. LISTEN NOW – 04 July 2022: The CFO as a Catalyst for Change – Finance to Futurist (sidetrade.com)
We Are Hiring!
Team VNFA is looking for a Marketing & Communications Coordinator. Read more about this opportunity:
Marketing & Communications Coordinator – Valley National Financial Advisors (valleynationalgroup.com)
Team VNFA joins the Lehigh Valley community in welcoming the 42nd U.S. Senior Open to Saucon Valley Country Club this week. Tickets to the USGA Championship are still available at Tickets: 42nd U.S. Senior Open Championship (usga.org). All parking is free of charge. General Admission parking is located at Lehigh University’s Goodman Campus. Shuttle transportation is provided by the USGA to and from the main entrance. Juniors aged 18 and under can request a complimentary Gallery ticket for any day of the event at the Ticket Office with a ticketed or credentialed adult.
Our offices are closed along with the markets on Monday, June 20 in observance of the Juneteenth holiday.
Team VNFA is taking a short break for an afternoon – Thursday, May 26. Of course, you will be able to reach us with any urgent questions or trade requests. Otherwise, our offices will be closed starting at noon on Thursday. We are taking a few hours for team building and relaxation after another busy tax preparation season.
Our offices will be closed on Monday, May 30 in observance of the Memorial Day holiday.