JoycePayne Partners announces that Carrie Fellon, CFP®, CRPS, has joined the firm as a Financial Strategist in the firm’s Bethlehem, Pa. office. Ms. Fellon has worked with clients on financial planning and strategy since 2004 and was previously the President of Life Stage Financial Solutions and a Financial Planner at Legacy Planning Partners in Allentown, Pa.
“Providing our clients with personalized and objective financial management strategies is at the core of who we are as a firm,” said Michael Joyce, CFA, CFP®, President of JoycePayne Partners. “Carrie has a proven track-record of doing just that and will be a great asset to our clients and team in Pennsylvania.”
Ms. Fellon is a Certified Financial Planner™ and Chartered Retirement Plans Specialist. She has over 12 years of experience working with clients on developing holistic financial plans, interviewing clients and working with them to implement their plan, and researching and recommending investment strategies. Additionally, Ms. Fellon is an adjunct faculty member at Northampton Community College in Bethlehem where she teaches personal finance classes on college planning and Social Security maximization strategies. She is a graduate of Centenary College in Hackettstown, New Jersey.
“I am so thrilled to be joining JoycePayne Partners,” said Ms. Fellon. “For over 20 years, the firm has been a leader in the financial planning industry in the Lehigh Valley and I am really looking forward to the opportunity to serve our clients.”