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M. Bernadette Holland, CFP®
First Vice President/Wealth Management
bernadetteholland@jmsonline.com
tel: (610) 865-9550
fax: (610) 865-9213
Bernadette Holland is a CERTIFIED FINANCIAL PLANNER™. Over the past seventeen years, Bernadette has been working with both individual and institutional clients to help them attain their financial goals. She began her career as a financial advisor with Legg Mason Wood Walker. To better serve her clients, she attained the CERTIFIED FINANCIAL PLANNER™ designation. In addition, Bernadette holds FINRA Series 7 and 65 licenses as well as Life, Variable Annuity and Health Licenses. She earned her undergraduate degree in Business and Economics and her Masters of Business Administration from Lehigh University.
Bernadette is a founding member of Embassy Bank for the Lehigh Valley and is also a board member. She is a current member of Bethlehem Rotary and a past president of Bethlehem Rotary Club and a Paul Harris Fellow. Bernadette sits on the local Boys and Girls Club Organization and is active in her local community. She is a Certified Official and Volunteer for Penn Del Swim League.
She resides in Bethlehem with her husband, David Donio and their son, David, Jr. Bernadette is also the mother of an adult child, Salle Wemple. In her free time, Bernadette enjoys swimming and visiting museums with her son.
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Amy Villani
Financial Consultant
avillani@jmsonline.com
tel: (610) 865-9550
fax: (610) 865-9213
Amy has worked in the financial services industry since 1999 starting with an internship at Legg Mason Wood Walker in both the Bethlehem and Bryn Mawr offices. She also held the position of Director of Shareholder Relations for Embassy Bank for the Lehigh Valley and also worked as a Senior Financial Specialist at Wachovia Bank before joining The Holland Group at Janney. Amy holds FINRA Series 7 and 65 licenses as well as Life and Variable Annuities licenses.
A graduate of Villanova University, Amy holds a Bachelor’s degree in Finance. Together with her education and exceptional client relationship skills, Amy enjoys helping clients prepare and build investment portfolios so they can enjoy a successful retirement. She is a board member in the Villanova Alumni Lehigh Valley Chapter.
Amy and her husband, Dominick Cusumano have a daughter, Gianna. In her free time, Amy enjoys trying to keep up with their active toddler’s energy. The family resides in Bethlehem.
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Licensed in the following state(s):
Amy Villani: CA, CO, DE, FL, IL, MA, MD, NJ, NV, NY, PA, TX, VA, WA
M. Bernadette Holland, CFP®: CA, CO, DE, FL, IL, MA, MD, NJ, NV, NY, PA, TX, VA, WA
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