Kevin Renne
Partner, Wealth Advisor at JFS Wealth Advisors
- Role
- Partner, Wealth Advisor at Jfs Wealth Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Kevin Renne
At JFS, I work with a caring, highly experienced team of advisors who provide high-touch…
Experience
Partner, Wealth Advisor
Aug 2017 — Present · Pittsburgh, PA, US
Founded in 1986 by Bob Jazwinski, JFS Wealth Advisors provides integrated financial planning and investment strategies for every stage of life. JFS Wealth Advisors offers fee-based wealth management, investment strategy and retirement planning to individuals, businesses, non-profit organizations and trusts. Our team of 70+ employees serves more than clients in over 40 states, with assets under management approximating $2.5 billion.
Education
University of Pittsburgh-Johnstown
Bachelors, Business
1996 — 2000
Penn State Harrisburg
Master of Business Administration - MBA, Business Administration and Management, General
2003 — 2006
Duquesne University
Executive Certificate in Financial Planning, Financial Planning and Services
2014 — 2015
Skills
- Banking
- Portfolio Management
- Loans
- Strategic Planning
- Investments
- Retirement
- Strategic Financial Planning
- Sales
- Wealth Management
- Management
- Analysis
- Commercial Banking
- Finance
- Financial Planning
- Retirement Planning
- Credit
- Series 7
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