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Jeff Wolfe

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Jeff Wolfe

Vice President - Manager of Wealth Planning Strategies | Benjamin F. Edwards

Missouri, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jeff Wolfe

Work Experience

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Vice President - Manager of Wealth Planning Strategies at

Benjamin F. Edwards

April 2017 - Present

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Vice President - Manager of Estate Planning Strategies & Affluent Client Services at

Benjamin F. Edwards

May 2013 - Present

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Client Consultation Group at

Jones Financial Companies

March 2010 - May 2013

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Associate Trust Counsel at

Edward Jones Trust

January 2003 - March 2010

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Associate at

Vatterott Shaffar And Dolan

September 1999 - August 2003

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Jeff Wolfe

Education

Westminster College (MO), Ba

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

mail

*************@benjaminfedwards.com

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Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®

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Aimee Helms

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Alana Seamon

Associate Vice President - Internal Branch Development Coordinator

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Andee Shenocca

Managing Director-Investments

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Cfp Andrew Benton Ii Cima

Managing Director – Investments, Financial Advisor

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