HERMITAGE, PA – August 11, 2021 – JFS Wealth Advisors, LLC (“JFS”), a registered investment advisor with offices across Pennsylvania, Florida and Georgia, today announced the expansion of its leadership team by naming Thomas D. Wilson the firm’s newest partner.
Wilson, a CERTIFIED FINANCIAL PLANNER™ professional, joined JFS in 2014 as Senior Lead Advisor, working closely with clients to develop, implement, and monitor tailored financial solutions. With more than 20 years of experience in the financial planning and investment advisor industry, he has a broad knowledge of domestic and global investments, portfolio development, and asset allocation strategies.
Before joining JFS, Wilson worked for several nationally recognized financial planning firms, where he served in a variety of roles including Vice President of Investments.
“I’m grateful to my colleagues for this fantastic opportunity to be an integral part of JFS,” Wilson said. “The firm is well-positioned to take on any opportunities and challenges the coming years will bring.”
Wilson’s promotion is another step in the firm’s continued growth. In July, JFS completed its merger with Integer Wealth Advisors Group, expanding its footprint and capabilities in the Philadelphia region and Southeast. The merger added $310 million in assets under management to JFS, which now has 76 employees and more than $3.5 billion in assets under management.
“Tom’s leadership and attention to results make this a well-earned partnership, and we’re pleased to have him on board,” stated Bob Jazwinski, President, Founder, and Managing Partner of JFS. “Tom has proven time and again to be a dedicated and effective financial planner. He is laser-focused on serving our clients in supporting their life goals.”
Wilson is a Penn State University graduate, where he received his bachelor’s degree in internal business management. A Wexford, PA resident, Tom is married with two young children. Outside of work, he serves as a board member for the Woodlands Foundation, a non-profit organization committed to enriching lives of children and adults with disabilities or chronic illness.
About JFS Wealth Advisors, LLC
JFS is an independently managed fee-based financial advisory firm headquartered in Hermitage, Pennsylvania, with six additional offices across Pennsylvania, one in Naples, Florida, and one in Atlanta, Georgia. Tracing its origins to 1986, JFS helps purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning throughout their lifetime. The firm provides a comprehensive service model, which includes investment management, financial planning, tax planning, insurance review, and estate and legacy planning, among others.