Recent News: Q1 2018

December 6, 2017 · Written By JFS Wealth Advisors

Staff Highlights: We are pleased to announce the addition of our new offices in Camp Hill, Pennsylvania and Lancaster, Pennsylvania through our recent merger with Anchor Financial Group, LLC. Our new offices bring four talented team members to our wealth management firm. Don Yost, CHFC®, CLU and Mike Howard, CFP® both join our firm as Principals and Senior Lead Advisors, and Denise Wurster and Leann Magaro have come aboard as Client Relationship Specialists.

Lead Advisor, Kyle Stuckey, CPA®, has also joined the Camp Hill and Lancaster teams, working with Mike and Don to help clients and their families reach their goals through providing comprehensive investment and financial planning strategies. And most recently, we’ve welcomed Diana Baldwin to our new offices, where she serves as Client Relationship Specialist and Administrative Assistant.

In other exciting news, we’d like to congratulate Constance Amstutz, Client Relationship Specialist in our Hermitage office, who recently married her husband Alexander on October 14. Best wishes, Constance and Alex!

Heightened security measures for authorization of sensitive transactions: Unfortunately, fraudulent attempts to compromise our personal information are becoming increasingly frequent in the financial services industry, among others. Before fulfilling requests for any sensitive transaction, we will now request verbal authentication from you to confirm your identity and the instructions received.

Some of these transactions may include:

  • Setting up new standing instructions for money movement to a bank account.
  • Processing a one-time money movement request of any sort (wire, check request, etc.) where there are no standing instructions on file.
  • When a custodian has notified JFS of an address or email change but the client has not notified JFS of such change.

If you would like to add further protection (e.g. personal password) to your JFS managed accounts, please call a member of your service team to assist you with this process.

We appreciate your understanding and cooperation in helping us protect the security of your personal data and finances. If you have any questions or concerns, please don’t hesitate to contact us.