Rachel Balentine

Rachel Balentine, Client Relationship Specialist at JFS Wealth Advisors

Rachel joined JFS in September 2021. In her role as Executive Assistant and Client Relationship Specialist, Rachel is responsible for scheduling meetings and providing administrative support alongside working closely with clients on a regular basis, assisting them with questions or account-related needs. She also supports multiple custodians to process requests, such as deposits, distributions, new account processes, or account maintenance.

Rachel received a Bachelor of Science degree in Business (Management and Marketing) from Penn State University. Prior to joining JFS, she worked at Noise Solutions (USA) in various roles including Project Coordinator, Project Manager, and Technical Sales. Rachel is passionate about providing attentive, caring, and efficient service, and strives to create a great experience for the clients she serves.

Rachel currently resides in the Youngstown–Warren metropolitan area with her son. Outside of work, you might find Rachel spending time with her family and friends or enjoying a shopping trip.

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Office Locations:
Hermitage

Education:
Bachelor of Science Degree in Business (Management and Marketing), Penn State University

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