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Jean Wolfe Email & Phone Number
Vice President
at
Robert W. Baird & Co.
1 work email found
@rwbaird.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President
Location
Minneapolis, Minnesota, United States
Who is Jean Wolfe? Overview
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Quick answer
Jean Wolfe is listed as Vice President at Robert W. Baird & Co., based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at rwbaird.com and a matched LinkedIn profile for Jean Wolfe.
Jean Wolfe previously worked as Principal at Cliftonlarsonallen and Senior Wealth Advisor at Cliftonlarsonallen Wealth Advisors, Llc. Jean Wolfe holds B.S., Marketing, Finance from St. Cloud State University.
Company email context
Email format at Robert W. Baird & Co.
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{first_initial}{last}@rwbaird.com
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AeroLeads found 1 current-domain work email signal for Jean Wolfe. Compare company email patterns before reaching out.
Profile bio
About Jean Wolfe
I work as a financial advisor and planner. I work to build a fiancial plan that is in the best interests of my client, to reflect and customize each plan, and to invest for the outcomes needed. I work with the client to review their plan, reflect on the investment opportunities available and use effective tools to communicate and assess all areas. Needs change, economic cycles, investment strategies, tax laws are all in a state of change - I attempt to manage these many variables to make sure the plan is sound and the investments are appropriate.
Listed skills include Estate Planning, Strategic Financial Planning, Retirement Planning, Series 7, and 10 others.
Current workplace
Jean Wolfe's current company
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5 roles · 29 years
Jean Wolfe work experience
A career timeline built from the work history available for this profile.
Vice President
CurrentI work as a Financial Advisor under the Private Wealth Management division of Robert W. Baird. I partner with my clients to help attain their wealth goals. We review all facets of their financial case and then construct well researched comprehensive solution with an investment strategy that matches the plan objectives. The impact of building well vetted investment solutions combined with comprehensive planning give our clients a true partnership through all types of markets or economic environments. Our planning adds value to make sure their financial life is in good order. We collaborate with them at each life event or challenge and become instrumental to them in all areas of financial impact.
Jan 2014 - Present
Principal
Nov 2008 - Nov 2013
Senior Wealth Advisor
Cliftonlarsonallen Wealth Advisors, Llc
Feb 2004 - Nov 2013
Vice President
Piper Jaffray
1998 - 2004
~6 yrs
1 education record
Jean Wolfe education
FAQ
Frequently asked questions about Jean Wolfe
Quick answers generated from the profile data available on this page.
What company does Jean Wolfe work for?
Jean Wolfe works for Robert W. Baird & Co..
What is Jean Wolfe's role at Robert W. Baird & Co.?
Jean Wolfe is listed as Vice President at Robert W. Baird & Co..
What is Jean Wolfe's email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Jean Wolfe at Robert W. Baird & Co..
Where is Jean Wolfe based?
Jean Wolfe is based in Minneapolis, Minnesota, United States while working with Robert W. Baird & Co..
What companies has Jean Wolfe worked for?
Jean Wolfe has worked for Robert W. Baird & Co., Cliftonlarsonallen, Cliftonlarsonallen Wealth Advisors, Llc, and Piper Jaffray.
How can I contact Jean Wolfe?
You can use AeroLeads to view verified contact signals for Jean Wolfe at Robert W. Baird & Co., including work email, phone, and LinkedIn data when available.
What schools did Jean Wolfe attend?
Jean Wolfe holds B.S., Marketing, Finance from St. Cloud State University.
What skills is Jean Wolfe known for?
Jean Wolfe is listed with skills including Estate Planning, Strategic Financial Planning, Retirement Planning, Series 7, Insurance, Wealth Management, Investments, and Investment Advisory.
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