Jill Greiner

About Jill Greiner

As your dedicated Financial Advisor, I can offer you, your family, and your company a wide range of services, all backed by the extraordinary reputation of Wells Fargo Advisors. Using more than a decade\'s worth of experience with the firm, I proudly help my clients develop investment and retirement plans in addition to assisting companies and their employees with corporate retirement plans. In 2006, I earned an MBA in Business Administration from the Henry B. Tippie College of Business at the University of Iowa, and I immediately joined Wells Fargo Advisors as a Complex Operations Manager upon graduation. Three years later, I became a Financial Advisor, and I am now a Managing Director - Investment Officer. When meeting with my clients and their families, I not only utilize my many years of experience in the financial services industry, but I also call on the knowledge I have as a Chartered Retirement Planning Counselor (CRPC®), a certification I received from the College for Financial Planning in 2010. Away from the office, I’m the proud and self-appointed “favorite aunt” of my nephew and two nieces. When I’m not spoiling them, I also enjoy reading, fine-tuning my baking abilities, and visiting my family’s farm in southeast Iowa. I am currently accepting new clients and appreciate your referrals. I welcome the opportunity to meet with you to learn about your specific situation and explore whether I can be of benefit to you. Please contact me by e-mail at j••••••••@wellsfargoadvisors.com or by phone at (515) This information is intended for use by residents of AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, and WI Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Financial Advisor, Managing Director - Investment Officer

   Wells Fargo Advisors

   Jun 2009 — Present · West Des Moines, IA, US

Education

• University of Iowa - Henry B. Tippie College of Business

  MBA

  2002 — 2006

Skills

• Investment Planning
• Investments
• 401k
• Multigenerational Wealth Planning
• Asset Allocation
• Iras
• Retirement Plan Consulting
• Mutual Funds
• Pensions
• Retirement
• Risk Management
• Retirement Planning
• Fixed Annuities
• Tax-Efficient Strategies
• Finance