Jean Duffy, Aifa®, Cpfa®
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Jean Duffy, Aifa®, Cpfa® Email & Phone Number

Senior Vice President @ CAPTRUST | Retirement Consultant at CAPTRUST Financial Advisors
Location: Des Moines Metropolitan Area, United States 3 work roles 1 school
1 work email found @captrustadvisors.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@captrustadvisors.com
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Current company
CAPTRUST Financial Advisors
Role
Senior Vice President @ CAPTRUST | Retirement Consultant
Location
Des Moines Metropolitan Area, United States
Company size
621 employees

Who is Jean Duffy, Aifa®, Cpfa®? Overview

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Quick answer

Jean Duffy, Aifa®, Cpfa® is listed as Senior Vice President @ CAPTRUST | Retirement Consultant at CAPTRUST Financial Advisors, a with 621 employees, based in Des Moines Metropolitan Area, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Jean Duffy, Aifa®, Cpfa®.

Jean Duffy, Aifa®, Cpfa® previously worked as Senior Vice President at Captrust Financial Advisors and Vice President | Retirement Plan Consultant at Holmes Murphy & Associates. Jean Duffy, Aifa®, Cpfa® holds Bachelor Of Science (Bs), Resource Management/ Financial Planning from Iowa State University.

Company email context

Email format at CAPTRUST Financial Advisors

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*@captrustadvisors.com
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AeroLeads found 1 current-domain work email signal for Jean Duffy, Aifa®, Cpfa®. Compare company email patterns before reaching out.

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Profile bio

About Jean Duffy, Aifa®, Cpfa®

I am currently a Senior Vice President and Financial Advisor at CAPTRUST, specializing in delivering retirement plan advisory services to retirement plan sponsors and private wealth management services to individual investors. Prior to joining CAPTRUST, I worked as an account executive for the retirement services division of Principal Financial Group and a retirement plan consultant/investment adviser for Holmes Murphy Financial Services. I was the first person to receive the Accredited Investment Fiduciary Analyst (AIFA®) designation in the state of Iowa, and I also hold the Accredited Retirement Plan Consultant (ARPC) designation. I am a member of the American Society of Pension Professionals and a regular contributor to industry publications, as well as a frequent speaker at industry conferences. A graduate of Iowa State University, I have most recently been recognized as a 2023 PLANADVISER Top Retirement Plan Advisers, 2023 NAPA Top Women Advisors - Captains, 2023 Barron's Top 100 Institutional Consultants, and 2022 NAPA Top DC Advisor Teams. I currently serve on the Finance Committee for the Ronald McDonald charities of Central Iowa. I am also a current board member for the Dollars for Scholars-Carlisle Chapter and Maddie's Circle, and I serve as a wish granter for the Central Iowa Make-A-Wish charity. I recently finished serving on the Dean's Advisory Council for the College of Human Sciences at Iowa State University. In my spare time, I love to spend time with friends and family. I also enjoy traveling, reading, golfing, and cheering on my favorite sports teams.I am honored to be part of a world-class organization that is focused on improving lives. CAPTRUST is considered a leader in the industry, boasts over a 98% client retention rate (average since 2007), continues to experience tremendous growth, and stays focused on the mission statement: to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.

Listed skills include 401K, Retirement, Pensions, Retirement Planning, and 9 others.

Current workplace

Jean Duffy, Aifa®, Cpfa®'s current company

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CAPTRUST Financial Advisors
Captrust Financial Advisors
Senior Vice President @ CAPTRUST | Retirement Consultant
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
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Company profile
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3 roles

Jean Duffy, Aifa®, Cpfa® work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current
Captrust Financial Advisors

Retirement Consultant to 401(k), Pension and Non Qualified Plan Sponsors and participants.

Dec 2010 - Present
Team & coworkers

Colleagues at CAPTRUST Financial Advisors

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

JC Justin Cohen, Cfp®, Cpfa™ Justin Cohen, Cfp®, Cpfa™ Colleague at Captrust Financial AdvisorsGrand Rapids, Michigan, United States View → ES Erin Spivak Erin Spivak Colleague at Captrust Financial AdvisorsSan Francisco Bay Area, United States View → DH David Herlihy David Herlihy Colleague at Captrust Financial AdvisorsBoston, Massachusetts, United States View → PK Philip Kelton, Jr. Philip Kelton, Jr. Colleague at Captrust Financial AdvisorsDallas, Texas, United States View → JJ John Jenkins, Mba, Ma John Jenkins, Mba, Ma Colleague at Captrust Financial AdvisorsWichita, Kansas, United States View → KK Kathy Kelly, Cpa Kathy Kelly, Cpa Colleague at Captrust Financial AdvisorsStockbridge, Georgia, United States View → KG Karren Gorney Karren Gorney Colleague at Captrust Financial AdvisorsRaleigh, North Carolina, United States View → KS Kim Shaw Kim Shaw Colleague at Captrust Financial AdvisorsRaleigh, North Carolina, United States View → MM Michelle Mahoney, Cfp® Michelle Mahoney, Cfp® Colleague at Captrust Financial AdvisorsWest Des Moines, Iowa, United States View → MH Michael Horlick, Cfp®, Cfa, Cpa/Pfs Michael Horlick, Cfp®, Cfa, Cpa/Pfs Colleague at Captrust Financial AdvisorsDallas, Texas, United States View →
1 education record

Jean Duffy, Aifa®, Cpfa® education

FAQ

Frequently asked questions about Jean Duffy, Aifa®, Cpfa®

Quick answers generated from the profile data available on this page.

What company does Jean Duffy, Aifa®, Cpfa® work for?

Jean Duffy, Aifa®, Cpfa® works for CAPTRUST Financial Advisors.

What is Jean Duffy, Aifa®, Cpfa®'s role at CAPTRUST Financial Advisors?

Jean Duffy, Aifa®, Cpfa® is listed as Senior Vice President @ CAPTRUST | Retirement Consultant at CAPTRUST Financial Advisors.

What is Jean Duffy, Aifa®, Cpfa®'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Jean Duffy, Aifa®, Cpfa® at CAPTRUST Financial Advisors.

Where is Jean Duffy, Aifa®, Cpfa® based?

Jean Duffy, Aifa®, Cpfa® is based in Des Moines Metropolitan Area, United States while working with CAPTRUST Financial Advisors.

What companies has Jean Duffy, Aifa®, Cpfa® worked for?

Jean Duffy, Aifa®, Cpfa® has worked for Captrust Financial Advisors, Holmes Murphy & Associates, and Principal Financial Group.

Who are Jean Duffy, Aifa®, Cpfa®'s colleagues at CAPTRUST Financial Advisors?

Jean Duffy, Aifa®, Cpfa®'s colleagues at CAPTRUST Financial Advisors include Justin Cohen, Cfp®, Cpfa™, Erin Spivak, David Herlihy, Philip Kelton, Jr., and John Jenkins, Mba, Ma.

How can I contact Jean Duffy, Aifa®, Cpfa®?

You can use AeroLeads to view verified contact signals for Jean Duffy, Aifa®, Cpfa® at CAPTRUST Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jean Duffy, Aifa®, Cpfa® attend?

Jean Duffy, Aifa®, Cpfa® holds Bachelor Of Science (Bs), Resource Management/ Financial Planning from Iowa State University.

What skills is Jean Duffy, Aifa®, Cpfa® known for?

Jean Duffy, Aifa®, Cpfa® is listed with skills including 401K, Retirement, Pensions, Retirement Planning, Financial Services, Qualified Retirement Plans, Investments, and Employee Benefits.

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