Jean Wolfe is a seasoned financial professional with extensive experience in wealth management and client advisory roles. Currently serving as Vice President at Robert W. Baird & Co. since January 2014, Jean specializes in financial advising within the Private Wealth Management division. Prior to this role, Jean held key positions at CliftonLarsonAllen as Principal and Senior Wealth Advisor, where responsibilities included marketing, client management, and portfolio management. Jean's career also includes a tenure as Vice President at Piper Jaffray, focusing on investment portfolio design and training. Jean Wolfe earned a B.S. in Marketing and Finance from St. Cloud State University between 1979 and 1983.
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