SVA PLUMB PROFESSIONALS



Jeanne Mraz - CFP®

Wealth Manager

phone (608) 826-2055
email Madison Office

Jeanne is a Wealth Manager for SVA Plumb Wealth Management, LLC.

She has over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.

Prior to joining SVA Plumb Wealth Management, LLC, she provided comprehensive financial analysis, asset management and retirement planning services to high net worth university professionals.

In addition, she has over 10 years of experience as a senior research analyst of corporate and high yield bonds, and eight years as a securities analyst for money market securities at MEMBERS Capital Advisors, Inc. She is also a member of the Financial Planning Association (FPA).

Education

  • Edgewood College - Bachelor of Science in Business- Finance Concentration
  • Northwestern University - Financial Planning Certificate

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Professional Memberships/Affiliations/Activities

  • Financial Planning Association

Jeanne is a Wealth Manager for SVA Plumb Wealth Management, LLC. She has over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.

The following is a partial list of the topics Jeanne covers:

  • Retirement Planning For Individuals
  • Financial Planning and Investment Strategies
  • Investment Strategies For Women
  • Protecting Your Identity- Top Cybersecurity Threats

Jeanne has spoken to audiences at:

  • SVA Savvy Women Investment Series
  • SVA Tax and Investment Update
  • SVA Identity Theft Seminar
  • American Association Of Independent Investors (AAII)
  • Downtown Madison Kiwanis Club
  • SVA Plumb Financial Annual Investment Forum