Teresa Findley serves as a Client Relationship Specialist at JFS Wealth Advisors, where she supports advisors in managing and strengthening client relationships. She plays a vital role in the onboarding process by coordinating new account openings, facilitating transfers, and working closely with custodians to provide smooth and timely service. Teresa’s careful attention to detail and warm communication style help create a positive and seamless experience for clients.
Teresa has 15 years of professional experience, primarily in senior living and healthcare. Before joining JFS, she held leadership positions at St. Paul’s Senior Living Community and served as the Administrator of The Ridgewood Personal Care Facility, overseeing operations, staffing, budgeting, compliance, and daily care standards. She later became the Director of Annual Giving and successfully raised funds that supported resident programs and community initiatives. Her impact was recognized in 2019 when she received the Chamber of Commerce’s 40 Under 40 Award.
A graduate of Slippery Rock University, Teresa holds a Bachelor’s Degree in Business Administration with a major in Marketing and a minor in Management. Her move into financial services was inspired by a genuine passion for helping others achieve economic stability and the sense of peace that comes with it. She has been an active member of the Kiwanis Club of Greenville since 2012.
Outside the office, Teresa enjoys traveling and spending time with her husband, two sons, and extended family. She values quality time, meaningful connections, and opportunities to explore new places.
Disclosure: Teresa received the 40 Under 40 Award from the Chamber of Commerce prior to joining JFS Wealth Advisors. No compensation was paid to obtain or use the award.
