Matt is Chief Executive Officer (CEO) of Valley National Financial Advisors, overseeing all of the company's operations and executive leadership. prior to becoming CEO in 2018, Matt was Executive Vice President and Chief Operating Officer for Valley National for six years. In addition to leading the company, Matt is in close contact with Financial Advisors and staff to ensure they have the tools and technology to enrich each client's experience. Matt also works on matching new clients to the right advisor and is always willing to meet with clients to hear their perspective on the Valley National experience. “Having a business model that focuses directly on the advisors and their clients i
Matthew Petrozelli
Chief Executive Officer
Valley National Financial Advisors
United States, Pennsylvania, Bethlehem
About Me
Profile Information
Chief Executive Officer
Valley National Financial Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Bethlehem
Pennsylvania
United States
Sep 17, 2024
More profiles to browse
Laurie Siebert
Senior Vice President
Donna Young
Vice President, Client Services and Designated Principal
Michael Ippoliti
Vice President, Financial Advisor, Wealth Manager and Financial Planner
TR
Timothy Roof
Vice President
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation