May 2016 – Valley National Financial Advisors welcomes Jessica Goedtel as the firm’s newest Associate. Jessica comes to the team from a Senior Financial Analyst position for a The Ayco Company.
Jessica will work out of Valley National’s Bethlehem office focusing on 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 fourth year, is specifically designed to prepare the next generation of Financial Advisors with key skills and knowledge.
“Our ELP program is an important part of our future as a firm,” said Matthew Petrozelli, ExecutiveVice President & COO. “Valley National has been strongly rooted in this region for the past 30 years, and we have a plan in place to perpetuate that legacy. So, when we come across talented individuals like Jessica, we make sure they have a home on our team.”
Jessica holds a Series 7 general securities license with FINRA and a Series 66 license with North American Securities Administrators Association (NASAA), and plans to pursue the a Certified Financial Planner professional designation. She is a graduate of The Pennsylvania State University.
Jessica lives in Hellertown and loves to travel. She enjoys running and biking on the Saucon Rail Trail, and is training for the New York City marathon this fall.
Jessica Goedtel can be reached at email@example.com or 610-868-9000 x 127.