Employee Profile
Jean Wilczynski



Sr. Wealth Advisor

Jean Wilczynski, CFP® is a financial advisor in our Connecticut office. She helps individuals and families achieve their most important financial goals.
Jean is a Coast Guard veteran with experience in financial management as well as investor and public relations for public and private companies. She also spent a number of years in the nonprofit sector working as a writer and communications director.
Jean holds a bachelor’s degree in Mathematical Science from the U.S. Coast Guard Academy and a MBA from The George Washington University. She earned the Certified Financial Planner™ (CFP®) designation in 2017.
Jean and her husband Vince live in Old Lyme, Connecticut, and are active in the local community. Jean serves as Treasurer of the local Board of Education and both volunteer with several nonprofit organizations, including the local high school FIRST Robotics team. They have three sons: Peter, a product manager and software engineer in Silicon Valley; Tim, an automation engineer working outside of Chicago; and Pat, a mechanical engineer designing and building rockets in southern California. Jean and Vince enjoy gardening, running, fishing (not necessarily in that order) and traveling to visit their sons and extended family.


Advisor Team