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Did You Know…?

November 7, 2017 | Weekly Commentary

Valley National Financial Advisors News!

As we hope you know, our clients come first in everything we do at Valley National Financial Advisors. That is why we want you to be the first to hear this exciting news!

Our team is pleased to announce the promotion of Valley National’s Executive Vice President & Chief Operating Officer, Matthew E. Petrozelli, to the position of CEO, effective January 1, 2018.

My title will change to Founder & Chairman, and I will continue working with clients as a full-time Financial Advisor. I have no plans to retire. As a member of the team, I will focus all of my time and attention on continuing to help clients to achieve their long-term financial goals.

I have had the opportunity over the past 32 years to hand pick my team, including Matt, to share in and further the mission and values that define Valley National Financial Advisors. Matt has been leading the team and successfully managing the company for the past few years, so I am confident this will be a very smooth transition for him to become CEO. I am thrilled to be able to spend more time working with clients and their families.

Since 2012, Valley National has been internally preparing for this executive transition as part of our strategic planning to ensure a smooth continuation of everything you have come to expect from our team.

Financial decisions will continue to come direct from me as your financial advisor. Our internal Investment Committee will continue to monitor the markets with our clients in mind. And, of course, our service teams will continue to be in regular contact with you about strategies to further your financial goals.

Additionally, I am taking steps to protect the ownership of the firm so that it can continue as a local and independent company for generations to come. That means we will not be sold or merged into a larger organization. Valley National Financial Advisors is here to stay.

We look forward to sharing our continued growth and success with you as part of our Valley National family. As always, please remember that we are here for you should you have any questions.