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Jean Duffy, AIFA®, ARPC

Jean Duffy, AIFA®, ARPC

Senior Vice President,
Financial Advisor

  • Fairbank, Iowa
  • The Magic of Thinking Big | The Sound of Music
  • My ancestors who first came to America, my deceased grandparents, and my deceased father
  • In the end, it’s not the years in your life that count, it is the life in your years.
  • Honesty, integrity, and living life with passion and purpose

Financial Advisors

Jean is a retirement plan advisor based out of Des Moines, IA.

Jean joined CAPTRUST in 2010 and serves as a Senior Vice President and principal financial advisor.  As a retirement plan consultant to corporate fiduciaries, she is motivated to improve retirement plan outcomes for plan sponsors and their participants by structuring solid governance processes and superior educational opportunities.

When she is not in the office or with a client, Jean enjoys reading, traveling, giving back to the community, and spending time with family. She is committed to living life to the fullest and encouraging others along the way. Prior to joining CAPTRUST, Jean served as a retirement plan consultant and educational specialist for a regional brokerage firm. She was the first person in Iowa to receive the Accredited Investment Fiduciary designation and has worked in the industry since 1990.

Education

  • Bachelor of Science degree in resource management from Iowa State University

Industry Designations

  • Accredited Investment Fiduciary Analyst™
  • Accredited Retirement Plan Consultant

 

Awards & Recognition

  • Barron’s Top 50 Institutional Consultants | 2019 (Team Des Moines)
  • Financial Times 401 Top Retirement Plan Advisor | 2017, 2018, and 2019
  • NAPA Top Women Advisors All-Star | 2015, 2016, 2017, and 2018
  • Top Advisor Defined Contribution Teams | 2018

Industry Involvement

  • Member, American Society of Pension Professionals & Actuaries
  • Member, National Association of Plan Advisors

 

Memberships

  • Board Member, Carlisle Dollars for Scholars
  • Finance Committee Member, Ronald McDonald Charities of Central Iowa
  • Wish Granter, Make A Wish
  • Founder, Chairman, and Steering Committee Member, CAPTRUST Women’s Initiative

News & Resources

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