August 2017 – Valley National Financial Advisors promoted David Givler and Jessica Goedtel to Senior Associate positions.
David joined the company in 2015 and Jessica in 2016 through Valley National’s Entry Level Professional (ELP) program. The ELP program, now in its fifth year, is specifically designed to prepare the next generation of Financial Advisors with key skills and knowledge.
David graduated Magna Cum Laude from Moravian College. Since joining Valley National, he has attained his Series 65 – Investment Adviser Representative, Series 7 – General Securities Representative and Series 63 – Uniform Securities Agent licenses. He is currently studying for the general health and license exam, and plans to pursue a Certified Financial PlannerTM professional designation.
Jessica came to Valley National already having obtained her FINRA Series 7 and Series 66 licenses. She also plans to pursue a Certified Financial PlannerTM professional designation. Jessica is a graduate of The Pennsylvania State University.
“Both David & Jessica are wonderful examples of the career development our ELP program is meant to foster,” says Matthew Petrozelli, Executive Vice President & COO. “This industry requires a lot of work and a commitment to continuing education as well as client service.”