Private Wealth Management

Jolynn Free

Senior Vice President

Direct: (512) 542-3285

Philosophy & Approach

Jolynn has been in the industry for over 35 years and joined Stephens in 2012. Jolynn, along with her two partners, Malcolm Cooper and Edward Moody, works to create a financial needs analysis for clients that reflects their needs in an ever changing market. “Collectively, Malcolm, Edward, and I have more than 95 years of industry experience,” says Jolynn. “We’ve seen many market conditions and have experience developing the appropriate strategies to help our clients navigate through both calm and challenging times while taking their overall goals and risk tolerance levels into account.”

Lisa Maas, who has more than 30 years of administrative experience, has served as the team’s registered sales assistant since 1990.

Experience & Education

Prior to joining the Private Client Group team, Jolynn was with Rotan Mosle Inc., Kidder Peabody & Co., Inc., and Rauscher Pierce Refsnes, Inc., and it successor RBC Wealth Management.

Jolynn graduated with honors from the University of Texas at Austin in 1973 with a Bachelor of Fine Arts; she continued on to earn her Master of Fine Arts two years later. Jolynn earned the Accredited Investment Fiduciary® but no longer is active. The AIF® designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Personal

Jolynn is a member of the Board of Trustees of the Foundation for Expanding Horizons, Chair of the Church Corporation of the Episcopal Diocese of Texas, member of the Board of Trustees of St. Stephens Episcopal School, member of the Board of Trustees of The Seton Fund, member and former Chair of the Women’s Fund of the Austin Community Foundation, and former President of the Headliners Club Board of Trustees.

Jolynn lives in Austin with her husband, Gregory. They have one daughter and a grandson. In her spare time, she enjoys biking, hiking, paddling, reading, writing, traveling, and cooking creative meals for family and friends.


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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