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(Left to right): Julie Dellisant-Flugel, CFP®, CDFA™, M. Amy Villani, M. Bernadette Holland, CFP® and Lorrie Garber Riggs, RIS (image provided by): Vestra Financial Partners
Forbes, a renowned name in business and finance reporting, awarded “Best-in-State” to Vestra highlighting the leading wealth management firm’s breadth and depth of experience, volume of assets managed and proven best prctices in Pennsylvania. This acknowledgment reinforces Vestra’s position as a trusted partner in guiding clients towards their financial goals.
The “Top Women Wealth Advisor” distinction further solidifies Vestra’s leadership. Awarded to Lorrie Garber Riggs, RIS, First Vice President at Vestra. Riggs, a “Retirement Income Specialist” top performer, who works with individuals, multi-generation families, and corporations across the country.
“We are deeply honored to receive “Best in State” Wealth Management Team from Forbes,” M. Bernadette Holland, CFP®, Senior Vice President at Vestra expresses gratitude. “It is an honor and priviledge to be recognized among our peers for our team’s dedication to excellence, personalized insightful service, and a deep understanding of our clients’ aspirations.”
With offices in Bethlehem and Yardley, PA, and St. Petersburg, FL, Vestra Financial Partners brings together the unique experiences of each team member, along with a shared investment philosophy that prioritizes the client.
- LORRIE GARBER RIGGS, RIS® | First Vice President / Wealth Management, Financial Advisor
Retirement Income Specialist, Newtown/Yardley, PA office
- BERNADETTE HOLLAND, CFP® | Senior Vice President / Wealth Management, Financial Advisor
Comprehensive Financial Life Planning, Bethlehem, PA office
- JULIE DELLISANT-FLUGEL, CFP®, CDFATM | Financial Advisor
Certified Divorce Financial Analyst®, Bethlehem, PA and St. Petersburg, FL offices
- AMY VILLANI | First Vice President / Wealth Management, Financial Advisor
Annuities and Insurance Planning, Bethlehem, PA office
Vestra also acknowledges September as National Life Insurance Month. The group remains committed to assisting clients in making informed decisions about life insurance coverage as part of their holistic financial planning.
Amy Villani, First Vice President at Vestra, expresses her excitement about this timely achievement, “We are thrilled to be recognized for our everyday hard work and service to clients. How fitting that it is also National Life Insurance Month. Insurance policies are an important element in financial planning. Polices as such initiate one’s legacy portfolio and are vital to ensuring ease of transfer in business partnerships. ”
This month-long observance brings awareness to the importance of financial planning and wealth management. In addition to their achievements, Vestra Financial Partners is scheduled to share their fiscal experience and insights at local events including this year’s annual Women Advisors Forum in October at Janney’s Philadelphia location. In addition, Vestra’s annuities and insurance planning strategist, Amy Villani, is available for financial commentary for the media. Her experience covers a range of popular topics, including:
- The 4 Types of Life Insurance, Explained
- Going into Business with a Partner? The One Agreement Every Start-Up Should Have
- Financial Planning Focus: LGBTQ & LGBTQIA+ Small Business Owners
- Charitable Giving
- Financial Planning for College
- Determining Your True Cash Value
To learn more about Vestra Financial Partners’ comprehensive services, visit vestrafinancial.com or email vestra@janney.com. Stay informed about the industry landscape by subscribing to Vestra’s monthly newsletter.
About Vestra Financial Partners of Janey Montgomery Scott LLC:
Vestra Financial Partners is a cohesive, seamlessly integrated team of professionals with an innate commitment to serving at the highest level. Clients benefit from their vast collective experience, knowledge, insights, and multigenerational makeup and perspectives. This all-women team leads with compassion and genuine caring, always driven by what’s in the client’s best interest. With Vestra, it’s about more than investing; it’s about connecting your life and your finances. The Bethlehem Office is located at 81 Highland Avenue, Suite 100, Bethlehem, PA 18017; the Newtown/Yardley Office is located at 1010 Stony Hill Road, Suite 300, Yardley, PA 19067 and the St. Petersburg Office is located at 333 3rd Avenue North, Suite 300A, St. Petersburg, FL 33701
