JILL D GREINER, CPWA®, RICP®, AIF®, CRPC®, MBA

Senior Financial Advisor

Managing Director - Investment Officer

Address: 6400 WESTOWN PARKWAY, SUITE 115 , WEST DES MOINES , IA 50266
Call: 515-222-5253  |  800-798-3800    Fax: 515-222-1987
Email: jill.greiner@wellsfargoadvisors.com Compose mail in a new window

My Background

Over 25 years ago, Jill moved to West Des Moines to begin her career as an assistant in a financial advisory office. Since then, she has advanced through roles in operations and compliance, gaining a deep, well-rounded perspective of the industry. Today, she serves as a Managing Director ? Investment officer at Wells Fargo Advisors, where she combines experience, education and a client-first mindset to deliver personalized, goals-based investment and retirement strategies. <br/><br/>A lifelong learner, Jill earned her Master of Business Administration from the Henry B. Tippie College of Business at the University of Iowa in 2006. She also holds several respected industry designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Private Wealth Advisor (CPWA®), Retirement Income Certified Professional (RICP®), and Accredited Investment Fiduciary (AIF®). Her commitment to ongoing education reflects her dedication to staying at the forefront of the financial services industry. <br/><br/>In collaboration with Craig Johnson, she also supports corporations and foundations with tailored financial strategies and helps employees prepare for successful ? and enjoyable - retirements. <br/><br/>Away from the office, Jill enjoys spending time with her family and friends, especially spoiling her nephew and two nieces. She also loves reading, traveling and lending a hand on her family?s farm in Southeast Iowa.<br/><br/>Please see our team website johnsongreinerfcg.com

My Associate(s): Kara Greiner, Client Associate ; Taylor Fuerhoff, Client Associate ; Zachery Alexander, Financial Consultant

My Experience

  • 2006 - Present : Wells Fargo Advisors, Financial Advisor

My Education & Credentials

  • Master of Business Administration - University of Iowa
  • Bachelor of Science in Church Administration - Baptist Bible College
  • PIM Portfolio Manager
Securities Registered in the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, TN, TX, VA, WA, WI
Insurance licensed in the following states: SD (Lic. # 13310661) Resident State: IA
JILL D GREINER: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: IA : WEST DES MOINES Branch