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Jean DuffySenior Vice President, Financial Advisor

  • 4401 Westown Parkway
    Suite 220
    Des Moines, IA 50266
  • 515.657.4100
  • LinkedIn

Jean joined CAPTRUST in 2010 as a senior vice president, financial advisor relationship manager and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Jean served as an account executive at Holmes Murphy & Associates and has worked in the industry since 1988.

EDUCATION

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

INDUSTRY DESIGNATIONS

  • Accredited Retirement Plan Consultant (ARPC) and Accredited Investment Fiduciary Analyst (AIFA®)

AWARDS AND RECOGNITION

  • 2018 Financial Times 401 Top Retirement Plan Advisor
  • 2017 Financial Times 401 Top Retirement Plan Advisor
  • 2017 NAPA Top Women Advisors All-Star

Personal Profile

Hometown:
Fairbank, Iowa
Favorite Book or Movie:
The Magic of Thinking Big and Gone with the Wind
Ideal Dinner Guest:
My ancestors who first came to America, my deceased grandparents, and my deceased father
Words to Live By:
In the end, it’s not the years in your life that count, it is the life in your years.
Qualities I Admire in People:
Honesty, integrity, and the ability to truly LIVE life regardless of the circumstances
Favorite Philanthropy:
Carlisle Dollars for Scholars