Partners, principals and associates

Jeff Pierce Milwaukee (Headquarters)

10000 W Innovation Dr.
Milwaukee, WI 53226

Tel:

414.666.0392


Email: jpierce@wipflifinancial.com

Jeff Pierce

Private Client Practice Leader

Jeff Pierce is the private client practice leader at Wipfli, as well as the CEO of affiliate Wipfli Financial Advisors. In both roles, he helps associates and advisors create alignment among clients’ resources, values and aspirations — enabling clients to bridge the gap between business and personal priorities to create greater financial health. Jeff’s leadership encourages building trusted relationships through curiosity, communication and collaboration.

As a people leader, Jeff brings a holistic perspective to both firms. His roles emphasize identifying growth opportunities and inspiring people to do good work, but he also focuses on making Wipfli and Wipfli Financial Advisors places where people can build purpose-filled careers. For Jeff, it’s about diving deeper and inspiring others to continually improve how they understand and provide value to clients, as well as to themselves as individuals and as members of their firm.

A recognized trailblazer in global practice management research and human capital leadership, Jeff is frequently called on to speak at national industry conferences and business events.

Certifications

  • Series 66 License, Uniform Combined State Law Examination

Education

Washington State University – Pullman, Washington
  • Bachelor of arts degree in finance and management