In observance of the Memorial Day holiday, our offices will be closed on Monday, May 31.

Only two days left before the Volunteer Challenge. The live virtual event will include an interactive panel, musical guest, a special “Golden Ticket” raffle, and of course final opportunities to vote for projects. Team VNFA, as of Monday morning, was leading the votes but only by a small margin. Every vote is a contribution in support of the Volunteer Center of the Lehigh Valley. You can register for free to watch on May 20 at 5 p.m., and you can learn about and vote for the 20+ community impact projects completed this year at volunteerlv.org/vote.

Living in the Community is one of our VNFA Core Values and the Volunteer Challenge is one way our team works together to make the Lehigh Valley a better place. We all live, work and play here alongside many of our clients and partners. A stronger Lehigh Valley means a stronger Valley National Financial Advisors. For the past six years, we have created sustainable projects to benefit Big Brothers Big Sisters, Northeast Community Center, Paxinosa Elementary, Second Harvest Food Bank, Cancer Support Community, and Third Street Alliance for Women & Children. Thank you to everyone who has supported and participated in our projects.

It is almost time to vote (for #TeamVNFA) in the Volunteer Challenge! Our project for Big Brothers Big Sisters of the Lehigh Valley resulted in more than 30 video interviews for the organizations Beyond School Walls mentoring program. Thank you to everyone who donated their time and insights to help high schoolers learn more about potential careers.

Keep an eye at volunteerlv.org/volunteer-challenge to preview all the projects and buy votes in support of your favorites as part of this fundraiser for the Volunteer Center of the Lehigh Valley.

We are pleased to welcome Dulce Cardinale to our team as an Administrative Assistant. Dulce has more than 18 years of experience in the financial services industry.

She will be supporting multiple financial advisors and collaborating across our team to serve clients out of our Bethlehem headquarters. 

We are pleased to announce the promotion of Ildebrando Cruz to the new position of Trading & Operations Manager. In addition to his ongoing work in trading and portfolio management, Brando will now formally oversee processes, reporting and training for internal operations.

Brando celebrated 14 years with the company this month. He began his work with VNFA as a Coordinator in 2007. In that time, he has made contributions to many parts of the business, including billing, account management, performance reporting, trading compliance, and specialty portfolios.

“Brando has always had a keen attention to detail and a commitment to excellence that is the hallmark of our VNFA brand,” said Matt Petrozelli, CEO. “As the firm continues to grow and evolve, Brando has maintained a sharp focus on accuracy, security and compliance while also creating and implementing innovative process improvements.”

Brando has been in the Investment field since 1989. His professional licenses include the series 7 and series 66. In addition to this work overseeing operations, Brando is also a member of VNFA’s internal Investment Committee. Prior to his tenure at VNFA, he was the “Service Manager” for the Private Banking Division of Bankers Trust Company working with high net worth individuals in the Custody, Trust and Investment Advisory divisions.

Outside of work, Brando is passionate about seeing the beauty of the

Our team has been hard at work remotely interviewing as many of our contacts as possible to create a library of videos for Big Brothers Big Sisters of the Lehigh Valley to use in their Beyond School Walls Program.

This project, showcasing a variety of different careers, is part of our partnership with BBBSLV for the Volunteer Challenge. Do you work in a career that you would like to share with kids/teens thinking about their futures? Reach out to us to volunteer!

Save the date for May 20, to join #TeamVNFA and many others in the community in a showcase of the projects – and voting for your favorite while supporting the Volunteer Center of the Lehigh Valley! volunteerlv.org/volunteer-challenge

Our team will be working normal hours this Friday, April 2. Happy Easter to all who celebrate this weekend.

We are Hiring!
Team VNFA is seeking a Senior Accountant. The Senior Accountant will perform general accounting operations by controlling and verifying our financial transactions. Additional responsibilities will include reconciling account balances and bank statements, maintaining general ledgers and performing month-end close procedures. READ MORE / APPLY ONLINE

Team VNFA is officially partnered with Big Brothers Big Sisters of the Lehigh Valley for the 2021 Volunteer Challenge. For our skills-based, virtual project will create a collection of workplace readiness videos for BBBSLV’s Beyond School Walls program. Meet our partner and follow our journey to the May 20 Challenge!

Big Brothers Big Sisters of the Lehigh Valley – Defenders of Potential (bbbslv.org)

Volunteer Center of Lehigh Valley | Volunteer Challenge (volunteerlv.org)