Jolene Wall has more than two decades of experience in the financial services industry – most of which has been focused on wealth management. In her role as a Wealth Advisor for 1834, Jolene offers holistic advice spanning complex investment planning, generational wealth transfer and long-term capital preservation – all with the goal of helping her clients work toward their life – and legacy – goals. She focuses her practice on physicians, surgeons, entrepreneurs, business owners, corporate executives and women – especially those navigating a transitional life event.
Jolene prides herself on a deep commitment to holistic thinking and a philosophy of radical collaboration. Her clients can count on her to:
- Listen first. She invests the time required to truly understand her clients and their family dynamic.
- Think outside the box. She proactively surrounds her clients with the appropriate team of internal and external experts to solve complex challenges, which often leads to innovative solutions where conventional advice falls short.
- Instill confidence. She meets clients where they are on their financial journey, ensuring the relationship is characterized by approachability, availability and unwavering reliability.
Prior to coming to 1834, Jolene spent the last 10 years with U.S. Bank, most recently has a Private Wealth Advisor with U.S. Bank Private Wealth Management.
Jolene received a B.A. in Financial Economics from St. Catherine University in St. Paul, Minn and a M.A. in Organizational Leadership from Augsburg University in Minneapolis, Minn.
She is passionate about volunteering and supporting many important causes, particularly her church, active military and veterans, children facing food insecurities, and efforts to end human trafficking and child exploitation.
Outside of work, Jolene’s free time is centered on her family. Having relocated from Minnesota to Naples less than five years ago, they love taking advantage of the beautiful environment that Southwest Florida offers – which usually means spending as much time as they can golfing or on the water.