Nancy J. Robertson, FPQP™

Retirement Plan/Institutional Support Specialist

Nancy J. Robertson, FPQP™

As Retirement Plan/Institutional Support Specialist, Nancy responds to client calls and also coordinates and assists with activities that support business retirement plans.  She works with clients in opening accounts for retirement plans, assists plan sponsors and participants with plan related inquiries and transactions, and works with service providers on plan maintenance issues.

Prior to joining JFS Wealth Advisors, Nancy was employed by Attorney Charles S. Hersh in Hermitage, PA and also worked as a Reimbursement Manager for the Sharon, PA office of Health Care Solutions.

Nancy graduated from Westminster College in New Wilmington, PA with a B.A. in English and certification in secondary education. While working for JFS, she obtained the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning.

Outside of work, Nancy enjoys ballroom dancing, still utilizing lessons she learned years ago at the Buhl Community Recreation Center in Sharon, PA.