Jean Stefanov brings more than 20 years of experience as a Financial Planning Advisor, helping her clients with financial, estate and retirement planning. She specializes in retirement planning and investment management strategies. Jean also provides risk management solutions that may include Life, Long-Term Care, and Disability Insurance.
Jean believes that managing wealth is personal and listens closely to her clients. She encourages questions and provides clear explanations so that her clients develop an educated understanding of their current financial situation and the financial markets. She feels privileged to be able to help her clients put an organized, focused plan in place that enables clients to track progress against the goals they have established for themselves and their families.
Jean brings extensive experience working with women empowering them with knowledge and a clear understanding of their current financial status, their goals and the solutions available to them. Her approach centers on taking the time to really get to know each client, their family dynamics, their goals and priorities, helping them align their important financial and life goals.
In 2013, Jean was recognized as part of the Directors Club which represents the top 20% of Wealth Managers at LPL Financial based on production. She holds her FINRA Series 6, 7 and 63 securities registrations with LPL Financial, and is registered for Securities business in over 20 states. She holds her Resident Insurance License with the state of Ohio. She also holds Non-Resident Insurance Licenses in six other states. Jean earned a Bachelor of Science degree from Bowling Green State University. Jean has been affiliated with LPL Financial since 1995 and joined the Tyler-Stone Group in 1999.
Jean resides in Concord, OH with her husband, Bob. They are the proud parents of two accomplished daughters, Gina, a Doctor of Physical Therapy, and Kara, a Chemical Engineer. When she's not working, Jean likes to exercise, run and ski her way through the long Ohio winters.