Rachel Balentine, Client Relationship Specialist at JFS Wealth Advisors

As Client Relationship Specialist, Rachel works 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 the best experience possible 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.

Get In Touch:

Get Started With
JFS Today

Office Locations:
Hermitage

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

MEET MORE OF THE TEAM

Client Service

Tiffany Danso, Executive Assistant at JFS Wealth Advisors

Tiffany Danso

Tiffany Danso is Executive Assistant to the President of JFS Wealth Advisors, based out of our Hermitage office.

LEARN MORE
Kate Walsh, Client Relationship Specialist at JFS Wealth Advisors

Kate Walsh

Kate Walsh is Client Relationship Specialist at JFS Wealth Advisors, based out of our Doylestown office.

LEARN MORE
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.

LEARN MORE
Sara R. Marsh, Client Relationship Specialist at JFS Wealth Advisors

Sara R. Marsh

Sara R. Marsh is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

LEARN MORE
Jill M. Gay, Client Relationship Specialist at JFS Wealth Advisors

Jill M. Gay

Jill M. Gay is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.

LEARN MORE

Get to Know Us

Discover the dedicated professionals behind our financial planning success. Our team brings a wealth of expertise and a commitment to guiding you towards a secure financial future.

Subscribe to Receive Our Regular Updates

Subscribe to Be Invited to Our Upcoming Webinars