September 2017 –Valley National Financial Advisors is pleased to announce the promotion of Jaclyn M. Cornelius, CFP®, EA to Vice President. Jackie is a Financial Advisor working out of the firm’s Bethlehem headquarters.
Jackie is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., Registered Representative with Valley National Investments, Inc., and Licensed Insurance Agent in Pennsylvania. She is also an Enrolled Agent, which is the highest credential the IRS awards. Jackie has been part of the Valley National team for 10 years.
“Jackie has been a devoted member of the Valley National family, and an integral part of our ExecutiveEdgeTM team,” says Matthew Petrozelli, Executive Vice President & COO. “Her unique focus is on personal financial planning, and working with corporate leaders to offer clarity and understanding about their executive benefit options.”
As a Financial Advisor, Jackie focuses on comprehensive financial planning (tax, cash flow, budgeting, retirement and estate planning) and investment portfolio analysis and management.
Jackie resides in Nazareth, PA with her husband and three children. In the time between work and family, Jackie volunteers on the Board of Directors for Northeast Ministry.