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  • With CAPTRUST Since 2010
  • 515.657.4100
  • 4401 Westown Parkway, Suite 220 Des Moines, IA 50266

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 as a senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. She is motivated by the employees that will benefit from her top-notch retirement plans.

Prior to joining the firm, Jean served as an account executive at Holmes Murphy & Associates and has worked in the industry since 1988. When she is not in the office or with a client, Jean enjoys golf, reading, traveling, and spending time with family.

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 and 2018
  • 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

News & Resources