Amanda L. Marcello, CFP®
As Senior Lead Advisor, Amanda works with clients to develop, implement, and monitor tailored financial solutions and is responsible for initial client contact. After graduating Magna Cum Laude from Youngstown (OH) State University, she joined JFS in 2002 as support for the business retirement planning department, moving to asset management support in 2004 as a trader and Paraplanner. In 2007, she became an investment advisor after passing the Series 65 exam.
Amanda received a Bachelor’s Degree in Business Administration with a major in finance from Youngstown State University (OH). She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2008 and is a member of the Financial Planning Association (FPA). She is a graduate of Leadership Shenango and a member of Shenango Valley Professionals (SVP).
She lives in Hubbard, OH, with her husband and two children and enjoys spending time with her family and friends, traveling, walking, and reading.