Private Wealth Management

Jeanne McCulloch, CFP®

Senior Vice President

Direct: (336) 251-0413

Philosophy & Approach

Jeanne joined Stephens Private Client Group in 2011 and has over 20 years of industry experience. Jeanne and her partners, Dick Sullivan and Anne Marie Stott, work with individuals, small businesses, and foundations to help secure their financial futures. Speaking about her team, Jeanne says, “Our team’s mission is to help our clients understand their objectives through a comprehensive review of their situation. We then help them implement a plan to achieve their goals.”

Jane Siefert, a registered sales assistant with over 30 years of administrative experience, supports Jeanne.

Experience & Education

Prior to joining Stephens, Jeanne was a financial advisor and Vice President at Smith Barney Inc., and its successor, Morgan Stanley.

Jeanne graduated with honors from Milton College with a Bachelor of Arts in History and a minor in Education. She received a Master of Arts in Liberal Studies from Wake Forest University. In addition, she furthered her education by completing Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.

She is also a Certified Financial Planner™ (CFP®). The certification from the CFP® board includes insurance planning and risk management, employee benefits planning, investment planning, retirement planning, and estate planning.

Personal

She currently serves as Vice Chair of Catholic Charities of the Diocese of Charlotte, Piedmont Triad office. She previously served as chairman of the finance committee for her church, served on several committees for the United Way of Forsyth County, and has delivered Christmas gifts to families in the area for Believe in Kids, Inc. 

Jeanne and her husband, Timothy, have two children, Michael and Patrick. In her spare time, she enjoys gardening, reading, traveling, and genealogy research.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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