Aventura, FL Biscayne Blvd. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Valley FInancial Management, Inc.
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Firm-wide stats for Valley FInancial Management, Inc.
About
Valley Financial Management, operating its advisory service as Valley Digital Investor, serves individual and high‑net‑worth clients through an online, web‑ and mobile‑based platform that provides discretionary portfolio management and automated implementation of model ETF portfolios. Clients must conduct the relationship electronically, open a Valley National Bank account to fund and receive distributions, and agree to the platform’s account procedures.
The firm’s advice is generated by the VDI Platform from client‑provided information (age, goals, risk tolerance, time horizon) and produces one of six target portfolios that VFM automatically implements and periodically rebalances; clients reconfirm their profile information annually and generally cannot trade or alter the underlying ETFs directly within an account. Portfolios span conservative income to aggressive growth and may be adjusted or held in cash based on VFM’s portfolio decisions and market conditions.
Noteworthy distinctions include VFM’s status as an internet adviser that is a wholly‑owned subsidiary of Valley National Bank, its registration and activity as a broker‑dealer that introduces trades to Pershing, and its exclusive operation as a wrap‑fee program sponsor—features that create affiliate relationships and potential conflicts of interest tied to bank and clearing arrangements. The brochure also discloses a prior FINRA disciplinary matter involving the firm’s predecessor and identifies additional affiliations (an SEC‑registered affiliated adviser and insurance licensing) that are uncommon among similar team firms.
Based on Valley FInancial Management, Inc.
Location
19495 Biscayne Blvd., Suite 500
Aventura FL 33180
Advisors at this office
3
Advisors at this office
Varda T
Series 63, Series 65
Aventura, FL
Valley FInancial Management, Inc.
Varda Tal is a financial advisor at Valley Financial Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at Leumi Investment Services Inc and Bank Leumi USA. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform that offers discretionary portfolio management and automated implementation of model ETF portfolios based on client information and risk profiles.
Javier L
Series 63, Series 65
Aventura, FL
Valley FInancial Management, Inc.
Javier Levy is a financial advisor at Valley Financial Management, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. outside of his advisory role, he is a partner and general manager of RPTV Group 1, LLC, an investment vehicle related to a bankrupt real estate crowdfunding fund. Valley Financial Management operates an online platform called Valley Digital Investor that provides discretionary portfolio management and automated implementation of model ETF portfolios for individual and high-net-worth clients. The firm manages client portfolios based on information such as age, goals, and risk tolerance and is a wholly owned subsidiary of Valley National Bank.
Jaime D
Series 63, Series 65
Aventura, FL
Valley FInancial Management, Inc.
Jaime Dashevschi is a financial advisor with Valley Financial Management, Inc. in Aventura, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes 18 years at Leumi Investment Services Inc and 20 years at Bank Leumi USA. Valley Financial Management operates an online platform called Valley Digital Investor that serves individual and high-net-worth clients with discretionary portfolio management through automated ETF model portfolios, requiring clients to maintain accounts at Valley National Bank and conduct their advisory relationship electronically.
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