Valley National Financial Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals.  Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients’ goals and objectives.  We carry out our mission with the utmost care, offering clients a comprehensive suite of financial planning services.

As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping the relationship with our clients personal and consistent.  Our advisors are backed by many years of experience and a commitment to ongoing professional development.

Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth.

Valley National’s financial advisors look forward to using their tools and resources to support you on a relationship that is built on mutual respect and understanding.

Find Valley National Financial Advisors employees' phone numbers or email addresses

Valley National Financial Advisors Global Highlights

Location
Employees

North America
70

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  • United States Of America
    70

Valley National Financial Advisors's Leadership

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    M. P.
    Chief Executive Officer
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    W. H.
    Chief Investment Officer
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    E. K.
    Chief Financial Officer
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    R. Z.
    Vice President Information Technology
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    M. I.
    Vice President | Financial Advisor
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    D. Y.
    Vp Of Client Services And Designated Principal
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    Z. S.
    Founder And Ceo
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  • Stylized image of a person
    R. G.
    Founder
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Contact profiles from Valley National Financial Advisors

Name
Title
Contact Info
Location
Last Update
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    A. S.
    Vice President, Hr & Organizational Development
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    United StatesPennsylvania
    Aug 27, 2025
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    M. W.
    Assistant Vice President, Financial Advisor
    Phone icon
    United StatesPennsylvania
    Sep 30, 2025
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    J. G.
    Vice President
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    United StatesPennsylvania
    Nov 14, 2025
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    R. Z.
    Vice President Information Technology
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    United StatesPennsylvania
    Oct 20, 2025
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    F. J. S.
    Senior Vice President
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    United StatesNew Jersey
    Oct 20, 2025
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    M. I.
    Vice President | Financial Advisor
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    United StatesPennsylvania
    Oct 21, 2025
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    T. R.
    Vice President
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    United StatesPennsylvania
    Nov 16, 2025
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    D. Y.
    Vp Of Client Services And Designated Principal
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    United StatesPennsylvania
    Oct 20, 2025
  • Stylized image of a person
    R. M.
    Assistant Vice President - Insurance Manager
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    United StatesPennsylvania
    Oct 20, 2025
  • Stylized image of a person
    M. W. R.
    Assistant Vice President
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    United StatesPennsylvania
    Oct 20, 2025

Frequently Asked Questions

What is Valley National Financial Advisors known for?

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Valley National Financial Advisors was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 1655 Valley Center Parkway, Suite 100; you can contact the main corporate office by phone at . Explore Valley National Financial Advisors's company overview page for more information.

What is Valley National Financial Advisors's most common email format?

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Valley National Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Valley National Financial Advisors email formats with LeadIQ.

How many employees does Valley National Financial Advisors have currently?

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Valley National Financial Advisors has approximately 31 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Valley National Financial Advisors's key employees and leadership?

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As of December 2025, Valley National Financial Advisors's key employees include:

  • Chief Executive Officer: M. P.
  • Chief Investment Officer: W. H.
  • Chief Financial Officer: E. K.
  • Vice President Information Technology: R. Z.
  • Vice President | Financial Advisor: M. I.

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