As a Client Relationship Specialist, Megan Kress brings 16 years of experience to her role at JFS Wealth Advisors. Megan is dedicated to supporting Financial Advisors to assist clients with any questions they may have about their financial accounts.
With an extensive background in the Financial Services Industry, Megan’s career includes a significant tenure at BNY Mellon Wealth Management. She holds a B.A. from Penn State University and an MBA from Point Park University, showcasing her commitment to ongoing education.
Megan’s passion for helping others achieve their goals is evident in her key areas of expertise, including account servicing, workflow software implementation, payments, and asset and account maintenance. Her intuitive nature not only allows her to anticipate client needs but also fosters a proactive approach to addressing challenges, ensuring a high level of customer service and establishing lasting relationships.
Beyond her professional achievements, Megan is an outdoor enthusiast who enjoys hiking, biking, skiing, and flower farming. Her collaborative work style aligns with her values, contributing to a positive team environment.
