Jean Wolfe Email & Phone Number
Vice President @ Baird
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Jean Wolfe Location
- Saint Paul, MN, US
Jean Wolfe Work
- Vice President @ (January 2014 - Present)
- Principal @ (November 2008 - November 2013)
- Senior Wealth Advisor @ CliftonLarsonAllen Wealth Advisors, LLC (February 2004 - November 2013)
- Vice President @ Piper Jaffray (January 1998 - January 2004)
Jean Wolfe Education
- St. Cloud State University
B.S. (Marketing, Finance)
1979-1983
Jean Wolfe Skills
- Estate Planning
- Fixed Annuities
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Personal Financial Planning
- Portfolio Management
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Variable Annuities
- Wealth
- Wealth Management
- Wire
Jean Wolfe Summary
- Jean Wolfe, based in Saint Paul, MN, US, is currently a Vice President at Robert W. Baird & Co.. Jean Wolfe brings 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, Fixed Annuities, Insurance, Investment Advisory, Investments and more. Jean Wolfe has 1 emails on RocketReach.
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