Jacqueline Palm, Client Relationship Specialist at JFS Wealth Advisors

As a Client Relationship Specialist, Jackie works closely with clients on a regular basis, assisting them with any questions they may have regarding their financial accounts.

Prior to joining JFS, Jackie worked as an Assistant Coordinator with Keystone Adolescent Center in the Foster Care Program where her tasks included maintaining excellent client relationships, detailed record-keeping, and liaising with outside agencies alongside a wide variety of administrative tasks.

Outside the office, Jackie enjoys spending time with her grandchildren, visiting the beach, painting, camping, and being outdoors with her family.

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Alicia M. Umbel, Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors

Alicia M. Umbel

Alicia M. Umbel is an Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

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