Jen Palumbo joined BFG Financial Advisors in July 2015 as a Client Relations Associate.
Jen is the first point of contact for many of our clients, and often can predict who’s calling before answering the phone. Her many years at the firm has allowed her to form relationships with clients and get to know them on a personal—and nonfinancial—level.
In her role, Jen serves as the office concierge and ensures that all of our clients are provided with the highest level of satisfaction, whether she’s scheduling their meetings and calls with our advisors or just reaching out to wish a happy birthday.
Jen earned a Bachelor’s Degree from Towson University. She has worked in a number of financial services arenas, including banking and mortgage lending. Outside of work, she can be found at the gym, walking her dog, or spending time with her family and friends.