Linsi Wolfe Email & Phone Number | Working within the Institutional Sales team at Fisher Investments has proven to be an invaluable opportunity for me time and time again. In my current role, I am focused on delivering personalization and unparalleled investment options within company retirement plans through building and maintaining relationships with both plan sponsors and the trusted advisors/consultants that support them. With the rise of Defined Contribution, the burden to ensure retirement readiness in America now rests on the shoulders of the American workers and their plan sponsors. I find great enjoyment in serving as a guide to help with this incredibly important task by educating the retirement community on innovative investment choices to consider. Whether you’re an advisor/consultant looking to offer your clients next generation investments options that will give you a competitive advantage, or perhaps you’re a paternalistic plan sponsor striving to build the best possible investment menu for your colleagues, feel free to connect with me to learn about how I can help. Utilizing Fisher Investments long standing capabilities as a Registered Investment Advisor, I am confident in my ability to help you succeed. My door is always open!

Linsi Wolfe

Working within the Institutional Sales team at Fisher Investments has proven to be an invaluable op...
Dallas, Dallas, United States

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Linsi Wolfe’s Location Dallas, Dallas, United States

Linsi Wolfe’s Current Industry Fisher Investments

Linsi Wolfe’s Prior Industry JPMorgan Chase & Co.

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Vice President, U.S. Defined Contribution

2018-11-01T00:00:00.000Z - Present

Licensed Personal Banker

2013-09-01T00:00:00.000Z - 2015-02-01T00:00:00.000Z

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Linsi Wolfe is a Working within the Institutional Sales team at Fisher Investments has proven to be an invaluable opportunity for me time and time again. In my current role, I am focused on delivering personalization and unparalleled investment options within company retirement plans through building and maintaining relationships with both plan sponsors and the trusted advisors/consultants that support them. With the rise of Defined Contribution, the burden to ensure retirement readiness in America now rests on the shoulders of the American workers and their plan sponsors. I find great enjoyment in serving as a guide to help with this incredibly important task by educating the retirement community on innovative investment choices to consider. Whether you’re an advisor/consultant looking to offer your clients next generation investments options that will give you a competitive advantage, or perhaps you’re a paternalistic plan sponsor striving to build the best possible investment menu for your colleagues, feel free to connect with me to learn about how I can help. Utilizing Fisher Investments long standing capabilities as a Registered Investment Advisor, I am confident in my ability to help you succeed. My door is always open!