August 2017 – Valley National Financial Advisors welcomes Ryan Mulhearn, CIMA® as the firm’s newest Associate. Ryan comes to the team with four years of industry experience in retirement planning, portfolio administration and client service.
Ryan will work out of Valley National’s Bethlehem headquarters where he will be supporting the wealth management and tax preparation businesses, as well as continuing professional development through the firm’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.
“We are pleased to be able to add Ryan to our bench of professional talent,” says Matthew Petrozelli, Executive Vice President & COO. “He comes to us with a good base of knowledge and experience, which should allow him to make an immediate impact for our team.”
Ryan has a Certified Investment Management Analyst (CIMA) and a Series 65 certification. He plans to pursue the Certified Financial Planner professional designation. Ryan earned his Bachelor’s degree in Mathematics (with a minor in Economics) from Washington College in Chestertown, Maryland.
Ryan lives in Clinton, New Jersey, but spent the majority of his life growing up in Nazareth, PA with his parents and six siblings. He is an avid sports player, and likes to spend much of his free time outdoors with friends and family. As a big New York sports fan, he likes to attend Giants & Mets games as much as possible. If the weather is not up to par, he enjoys watching a number of TV shows, most notably House of Cards & Game of Thrones.
Ryan Mulhearn can be reached at firstname.lastname@example.org or 610-868-9000 x 128.