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Matthew Petrozelli

Chief Executive Officer

Valley National Financial Advisors

United States, Pennsylvania, Bethlehem

About Me

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

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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

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