Join Team VNFA in celebrating Jaclyn M. Cornelius, CFP®, EA.

She is being honored among the 2022 Women of Influence. 2022 Women of Influence Honorees – LVB

We are hiring! Team VNFA is seeking an Investment Technology Associate to work as part of our Investment Department. Join Our Team – Valley National Financial Advisors

Team VNFA is pleased to share that we are partnering with with Community Bike Works for the 2022 Volunteer Challenge. For our project, we will be restoring their garden which is located at Keck Park’s bike shop.  Prior to the COVID-19 pandemic, this garden was used to grow vegetables for healthy snacks and meals as part of their youth program. Our team is excited about the opportunity to bring this garden back to life. Meet our partner and follow our journey to the May 11^th Challenge! Community Bike Works – We Teach Lessons Through Bicycles (communitybikeworks.org)

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.”

Team VNFA is stronger than ever going into this new year. Through 2020 and 2021, we have been able to continue our strategic technology roadmap, and we are excited to share more innovations in 2022 that will create capacity for our team as well as increased security and convenience for our clients.

As we continue to work as a community through the uncertainties of COVID-19 variants, we strongly encourage guests to our office to work with us virtually when feeling any kind of illness symptoms. We are committed to keeping our clients and our employees safe, so that we can continue to provide the unparalleled service you have come to expect. With that in mind, we are extending our in-office mask requirements for the foreseeable future.

We are grateful for the community and business partners who continue to collaborate with us, and we are especially thankful for our clients who make our business possible. We wish everyone a prosperous year ahead!

Given the recent rapid spread of the omicron variant and the addition of potential exposures over the holidays, this week most of our team will be working remotely. Our offices will be open for scheduled appointments and deliveries during normal office hours. Our commitment to keep our team and our client safe continues to be a priority and we thank you for your understanding as we continue masking inside our office spaces in January.

Our offices will be open during normal business hours this week, including New Year’s Eve (Friday).

Our Head of Investments, Bill Henderson, is featured in a Titan Investors online video interview called Titan Talks. Watch the recording shared on LinkedIn and hear his take on some key market questions:https://www.linkedin.com/feed/update/urn:li:activity:6879422861652586496

In observance of the Christmas Holiday, our offices will be closed on Friday, December 24.

We wish everyone a safe, warm, and happy end to 2021.

Vice President at Valley National Financial Advisors Announces Retirement

After 18 years as a Financial Advisor at Valley National Financial Advisors, Michael Ippoliti, MBA, CFP^® will retire at the end of 2021.

Mike became a financial professional as a second act after a successful 30-year corporate career with management positions in engineering, accounting, and planning. Inspired to make a significant impact on people’s lives, Mike chose the path of financial planning. In addition to his degree in Engineering, Mike learned Personal Financial Planning from Moravian College, earned an MBA with a concentration in finance from Lehigh University, and is a Certified Financial Planning Professional^TM. In 2003, he joined the team at VNFA and has been helping our clients make financial choices with a holistic approach ever since.

“It has been a joy for me to do this work and to form the relationships I have with my clients and community,” Mike says of his time at the company.

Michael Warch, an experienced Financial Advisor recruited to join VNFA in 2018, will continue to serve the client relationships Mike has been responsible for over the years. “I have spent the past three years preparing Mike Warch to carry on my work and take over as Financial Advisor for the clients I have served. My wife and children are among them, so I can say with confidence that those clients are being left in good hands with Mike and the team at VNFA. Mike’s 10 years of experience and the depth of this independent organization are and will continue to be a valuable support for their families, and mine.”

Mike looks forward to continuing to spend time with his wife serving in the community and enjoying travel and outdoor adventures.

All of us at VNFA will miss having him on the team, and we wish him all the best living in retirement.