Vestra Financial Partners
Vestra Financial Partners is an all-women led, multigenerational team where insightful planning leads to inspired outcomes. For each client, they leverage the resources of a world-class investment firm and craft a customized investment plan based on their client’s specific needs and goals. Julie Dellisant-Flugel, CFP®, CDFA®, M. Bernadette Holland, CFP®, Senior Vice President, and M. Amy Villani, First Vice President, take an integrated, wealth management approach to client care, driven by the client’s best interests.
Holland’s financial advising career spans more than 30 years, and her clients respect her no-nonsense nature, accessibility and willingness to consult on any aspect of their financial life. With nearly 30 years in the financial services industry, Dellisant-Flugel has continuously strived for excellence in order to serve her clients at the highest level. She earned her Certified Divorce Financial Analyst™ designation, which uniquely positions her to advise and support clients during a stressful time. Villani, who has 20 years of experience in the industry, takes a full-service approach to advising to meet each client’s entire wealth planning needs, not just as it pertains to their investments.
Janney Montgomery Scott LLC. Member: NYSE, FINRA, SIPC. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Janney Montgomery Scott LLC
81 Highland Avenue, Suite 100, Bethlehem, PA; 610-861-8419; advisor.janney.com/vestrafinancialThis is a paid partnership between Vestra Financial Partners and Philadelphia Magazine's City/Studio