Valley National Financial Advisors (VNFA) promoted both Ryan Mulhearn, CIMA® and Michael Warch to Associate Financial Advisor, and Nico Wolfgang was promoted to Senior Associate.
As Associate Financial Advisors, Ryan and Mike will continue to work closely with senior level advisors to support client relationships, in addition to developing financial plans and strategies for new clients. Nico will continue to assist as part of our client service team and tax department.
“It is wonderful to see the career progression of the individuals we have brought on as part of our Entry-Level Professional (ELP) program,” said Matt Petrozelli, CEO at VNFA.
The ELP program, now in its seventh year, is specifically designed to prepare the next generation of Financial Advisors at Valley National with key skills and knowledge.
Ryan joined VNFA in 2017 with four years of industry experience, a Certified Investment Management Analyst (CIMA) designation and a Series 65 certification. Ryan earned his Bachelor’s degree in Mathematics (with a minor in Economics) from Washington College in Chestertown, Maryland.
Ryan can be reached at 610-868-9000 x128 or email@example.com.
Mike joined the team in 2018 with five years of advisory experience, his Series 7, Series 63 and Series 65 securities licenses, and Pennsylvania Life and Health Insurance license. He earned his Bachelor’s degree from Fairfield University with a double major in Finance & Accounting.
Mike can be reached at 610-868-9000 x117 or firstname.lastname@example.org.
Nico was hired in 2017 after graduating from Bloomsburg University with a degree in Finance, specializing in Personal Financial Planning. Since then, he has earned his Series 7, Series 63 and Series 65 securities licenses.
Nico can be reached at 610-868-9000 x109 or email@example.com.