Financial Advisors

Jean Duffy is an institutional retirement plan financial advisor based in Des Moines, IA.

Jean joined CAPTRUST in 2010 and serves as a senior vice president and 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.