Jeff Wolfe

Jeff Wolfe has extensive experience in the financial services industry. Jeff started their career at Vatterott, Shaffar & Dolan, P.C. as an Associate from September 1999 to August 2003. Jeff then worked at Edward Jones Trust Company as an Associate Trust Counsel from 2003 to March 2010. After that, they joined Edward Jones as part of the Client Consultation Group from March 2010 to May 2013. Since May 2013, Jeff has been with Benjamin F. Edwards & Co., initially serving as Vice President and Manager of Estate Planning Strategies & Affluent Client Services, and currently holding the role of Vice President and Manager of Wealth Planning Strategies. In their current position, they provide consultation to financial advisors and their clients on estate planning, financial planning, and affluent client strategies to achieve their lifetime and legacy goals. Jeff also oversees the Home Office Visit program at Benjamin F. Edwards & Co.'s St. Louis headquarters, where affluent clients receive comprehensive financial reviews from subject matter experts.

Jeff Wolfe attended Westminster College (MO) from 1992 to 1996, where they obtained a Bachelor of Arts degree in History. Jeff later pursued further education at Indiana University Robert H. McKinney School of Law from 1996 to 1999, achieving a Juris Doctor (JD) degree with a specialization in Law.