Amanda “Mandy” Pugliese is the Director of Tax Services for the Tax Department, bringing a wealth of experience and expertise to the team since February 2008. As a Certified Public Accountant, she has dedicated her career to providing top-notch tax advice and services, ensuring each client’s financial journey is met with clarity and precision.
Mandy graduated with a Bachelor of Science in Accounting from Arcadia University, where she honed her skills and developed an interest in the intricate world of finance.
Outside of her professional life, Mandy enjoys spending time with her husband, Nick, their two children, Josh and Andrew, and their dog, Rocky. In her free time, she is a dedicated supporter of the Lehigh Valley Iron Pigs.
Mandy is also deeply involved in her community, volunteering with her church and her children’s school.
Mandy’s dedication to understanding each individual client’s needs and her passion for delivering tailored tax solutions make her an invaluable asset to the firm.
Professional Certifications*
- B.S. — Accounting — Arcadia University, Glenside, PA
- Certified Public Account (CPA)
CONTACT MANDY
Send Mandy an E-mail
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.