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Jolene Wall
Wealth Advisor, SVP @1834, A Division Of Old National Bank
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WORK HISTORY
Wealth Advisor, SVP @1834, A Division Of Old National Bank
Naples, FL, US
1834 was formed on the promise of building stable, enduring wealth management and investment advisory relationships with high-net-worth individuals and institutions. The name honors the storied legacy of our parent company, Old National, that was founded in 1834.We pride ourselves in offering a tailored approach to wealth management through boutique-style practices. Our clients have access to deep institutional and professional investment knowledge in a custom, personalized service model built around their long-term financial needs and aspirations. 1834 services:Wealth Planning · Investment Management · Trust & Fiduciary Services · Estate Planning & Administration · Private Banking (through Old National Bank) · Institutional Services for businesses and nonprofits, including Investment Management, Corporate Trust Services, Philanthropy & Endowment Services and Retirement Plan Services.About Old National Bank:1834 is backed by the strength and stability of Old National, a Top 35 U.S. bank that has been faithfully serving clients for nearly 200 years. Headquartered in Evansville, Ind, and Chicago, Ill, Old National has ~$70+ billion in assets,~$38 billion in assets under management in Wealth Management and more than 350 banking centers throughout the Midwest.
EDUCATION
St. Catherine University
Bachelor of Science - BS, Financial Economics
Augsburg University
Master of Arts, Leadership
ABOUT JOLENE WALL
My clients include entrepreneurs, business owners, corporate executives, and multi-generational families in the Private Wealth/HNW space. They tend to be hardworking and focused on their careers and families, making us a perfect match. I share with them an appreciation for identifying issues, finding answers & solving problems. I am an outside set of eyes and ears and help to take the emotion out of (or add it in to!) making important decisions for them, and their families. High energy | Connector | Achiever | Activator
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