Jean Duffy, AIFA®, CPFA®
Login to view DISC.Jean Duffy is a Senior Vice President at CAPTRUST, specializing in retirement plan advisory and private wealth services. With a career spanning since 1990, she has a background with Holmes Murphy and Principal Financial Group. A graduate of Iowa State University, she holds multiple professional designations.
Outside of her professional life, Jean is committed to community service. She is actively involved with organizations like Ronald McDonald Charities and Make A Wish. She is also the founder of the CAPTRUST Womens Initiative and enjoys reading, traveling, and spending time with her family.
She was the first person in the state of Iowa to receive the Accredited Investment Fiduciary Analyst (AIFA®) designation.
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