JEAN WILCZYNSKI, CFP®
Sr. Wealth Advisor
Phone: (860)-434-5999 | Email: jwilczynski@exencialwealth.com
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 and with their church. Jean chairs the Parish Finance Council and leads the Investment Committee. She also serves the Town of Old Lyme as Chair of its Pension Committee and as a member of the Economic Development Commission. Jean is also an active member of the local Chamber of Commerce and the Southeastern Connecticut Women’s Network.
Jean and Vince have three adult sons: Peter, a product manager and software engineer; Tim, an automation engineer; and Pat, a mechanical engineer working in product development and testing. They enjoy gardening, running, biking, fishing (not necessarily in that order) and traveling to visit their sons and extended family.
Unlock Your Financial Future with Integrated Wealth Management
At Exencial Wealth Advisors, every note of your financial repertoire is considered. With Jean's expert guidance, you can expect:
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Simplified Complexity: Navigate the intricate world of investments with an approach that orchestrates all facets of your financial life into a seamless melody.
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Holistic Strategy: Beyond the baseline of investment returns, we compose a strategy inclusive of tax nuances, estate blueprints, and diverse financial objectives.
The E3 Philosophy
Our processes are developed, designed, and refined to cater to the busy executive. Our ultimate goal is to understand your family, occupational, and recreational goals and create a clear connection to your capital.
We evaluate, execute and evolve to stay dynamic and adaptable as your goals become realities. We are here to help guide you along the way.
