Amanda Marcello, Cfp® Email & Phone Number

Math was always my strongest subject growing up, and as I explored career paths, I found an interest in finance, how investments work, and being able to plan with flexibility to meet major life goals. Financial planning doesn’t give yes or no answers; it helps us find solutions to your concerns by exploring different paths that lead you to your goals. It’s not always easy to find someone you connect with and trust with the most personal aspect of your life—your money. Taking time to build a strong relationship is the foundation for understanding my clients’ needs and allows me to provide advice that’s proactive, attentive, and personal.At JFS, I work with a caring, highly experienced team of advisors who provide high-touch financial services guided by our Lifetime Planning Continuum®, an approach that focuses on clients’ distinctive impact points. From investment strategies and tax planning, to retirement and estate planning, we work with clients across the spectrum of ages and generations. As an independent, fee-based firm, we are unaffiliated with large institutions, so we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests. When they succeed, so do we.My career as an advisor has also greatly enriched my personal life. Taking new adventures with my family by visiting places we’ve never been has made life more exciting over the last few years! The best ideas come from my conversations with clients—listening to their experiences always adds another place to my bucket list. I’d love to connect and hear what you have to add to my list!Specialties: • Principles of long-term investing• Financial plan development• Retirement planning• Social Security claiming strategies• Education planning• Risk management review and assessment

Listed skills include Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, and 6 others.

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  Senior Lead Advisor

  Jfs Wealth Advisors

  Nov 2002 - Present - Hermitage, Pa

  Founded in 1986 by Bob Jazwinski, JFS Wealth Advisors provides integrated financial planning and investment strategies for every stage of life. JFS Wealth Advisors offers fee-based wealth management, investment strategy and retirement planning to individuals, businesses, non-profit organizations and trusts. Our team of 60+ employees serves more than 2,000 clients in over 40 states, with assets under management approximating $2 billion.