JFS Wealth Advisors (JFS) has promoted Senior Lead Advisor and Managing Principal, Louis V Colella, CPA/PFS, CFP, to President of Advisory Services.
Colella’s advancement will make him an integral part in managing and further enhancing the development and delivery of high quality, tailored financial advice to all clients of JFS.
“My vision is to help create a firm of advisors and client service teams that is regarded by clients to be their ‘first call’ for any and all financial questions, decisions or challenges,” says Colella. “Our financial lives are complex, and I consider our advisors essential in building our clients’ financial wellness plans, like a family doctor and dietitian are for their physical wellness.”
n his new position, Colella will oversee each of the advisory and functional wealth planning teams in all six offices across the firm.
With over 30 years’ experience helping individuals, professionals and business owners increase and preserve their wealth, Colella possesses an extensive knowledge of investment management, wealth and estate planning, family office management and small business consulting. Since joining JFS in early 2015, Colella has led the firm’s Hermitage, PA and Northeast Ohio wealth management teams and will maintain those responsibilities as he fulfils his role as President of Advisory Services. His experience will help him continue to develop cohesive, friendly and sustainable teams that benefit the firm’s growing client base.
“We have superb talent and resources, with capacity to do great things for our clients,” Colella add. “My goal is to have the best talent in the industry seek out JFS Wealth Advisors as their employer, and fall in love with serving our clients for the balance of their careers.”