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Jeff Wolfe
Jeff Wolfe
Vice President - Manager of Wealth Planning Strategies | Benjamin F. Edwards
Missouri, United States
Jeff Wolfe
Summary
Jeff Wolfe is a seasoned financial professional with extensive expertise in wealth planning strategies, estate law, and high net worth individual services. As the Senior Vice President at Benjamin F. Edwards & Co., he leads a dedicated team focused on helping clients achieve their financial and legacy goals through personalized consultations. With a background in law from Indiana University, he combines legal knowledge with financial acumen to provide comprehensive planning solutions. His leadership extends to developing training materials that empower both clients and advisors. Jeff's commitment to client service is evident in the Home Office Visit program he manages, allowing affluent clients to engage directly with experts. His career spans over two decades in the financial sector, showcasing a trajectory marked by growth and specialization in wealth management.
Jeff Wolfe
Work Experience
Vice President - Manager of Wealth Planning Strategies at
Benjamin F. Edwards
April 2017 - Present
Vice President - Manager of Estate Planning Strategies & Affluent Client Services at
Benjamin F. Edwards
May 2013 - Present
Client Consultation Group at
Jones Financial Companies
March 2010 - May 2013
Associate Trust Counsel at
Edward Jones Trust
January 2003 - March 2010
Associate at
Vatterott Shaffar And Dolan
September 1999 - August 2003
Jeff Wolfe
Education
Indiana University Robert H. McKinney School of Law, Jd
January 1996 - January 1999
January 1992 - January 1996
Frequently Asked Questions about Jeff Wolfe
What is Jeff Wolfe email address?
Jeff Wolfe's primary email address is *************@benjaminfedwards.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jeff Wolfe work for?
Jeff Wolfe is a Vice President - Manager of Wealth Planning Strategies at Benjamin F. Edwards, a company specializing in Functions related to depository banking.
Where Jeff Wolfe graduated from?
Jeff Wolfe holds a degree in Law from Indiana University Robert H. McKinney School of Law.
How can I directly contact Jeff Wolfe?
To contact Jeff Wolfe directly, you can use the email address *************@benjaminfedwards.com. Complete contact information is available upon registration with Muraena.
Who is Jeff Wolfe?
Jeff Wolfe is a seasoned financial professional with extensive expertise in wealth planning strategies, estate law, and high net worth individual services. As the Senior Vice President at Benjamin F. Edwards & Co., he leads a dedicated team focused on helping clients achieve their financial and legacy goals through personalized consultations. With a background in law from Indiana University, he combines legal knowledge with financial acumen to provide comprehensive planning solutions. His leadership extends to developing training materials that empower both clients and advisors. Jeff's commitment to client service is evident in the Home Office Visit program he manages, allowing affluent clients to engage directly with experts. His career spans over two decades in the financial sector, showcasing a trajectory marked by growth and specialization in wealth management.
Jeff`s contact details
*************@benjaminfedwards.com
Colleagues
Branch Manager, Senior Vice President - Investments
Branch Relationship Administrator - Associate Vice President
Financial Consultant/ Branch Manager/Senior Vice President Investments
Managing Director - Investments
Senior Vice President - Investments
Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®
Vice President, Financial Advisor at Benjamin F Edwards & Co
Associate Vice President - Internal Branch Development Coordinator
Managing Director-Investments
Managing Director – Investments, Financial Advisor