Jean Wolfe's Location
Minneapolis, MN, US
Jean Wolfe's Work
- Vice President @ Baird
- Principal @ CLA (CliftonLarsonAllen)
- Senior Wealth Advisor @ CliftonLarsonAllen Wealth Advisors, LLC
- Vice President @ Piper Jaffray
Jean Wolfe's Education
- St. Cloud State University
B.S. (Marketing, Finance)
1979 - 1983
Jean Wolfe's Skills
- Estate Planning
- Strategic Financial Planning
- Retirement Planning
- Series 7
- Insurance
- Wealth Management
- Investments
- Investment Advisory
- Portfolio Management
- Wealth
Jean Wolfe's Summary
Jean Wolfe, based in Minneapolis, MN, US, is currently a Vice President at Robert W. Baird & Co., bringing experience from previous roles at CliftonLarsonAllen, CliftonLarsonAllen Wealth Advisors, LLC and Piper Jaffray. Jean Wolfe holds a 1979 - 1983 B.S. in Marketing, Finance @ St. Cloud State University. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Retirement Planning, Series 7, Insurance and more, Jean Wolfe contributes valuable insights to the industry. Jean Wolfe has 1 email on RocketReach.
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