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As a Private Wealth Advisor, Jolene is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Jolene takes the time to understand her clients’ unique needs, and she directs teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help clients work toward their goals.

Jolene began her profession in the financial services industry in 2006. Prior to joining the Private Wealth Management team, Jolene served as a private banker, hired in 2015 by U.S. Bank Wealth Management, working at the Mankato, Minnesota office. Over her career she has received steady promotions with national financial organizations to grow her knowledge and skills, deciding to commit her focus to serving high net worth individuals, families and business owners. She has been recognized in each of her positions as a leader and champion for building a team culture, while delivering exceptional client service.

Jolene relocated to Naples, Florida from Minnesota in 2021. She has a passion for working with organizations that focus on children, healthcare and food insecurities and will continue to commit her time and energy to non-profits that serve those groups in Southwest Florida.

When not working, Jolene enjoys being active outdoors, playing golf, boating and spending time with her husband and two children.