Jean’s Approach
Jean A. Wilczynski
CFP®, MBA
Financial Advisor
Overview
Jean Wilczynski is a financial advisor who works with individuals and families at our Old Lyme, Connecticut, office. A CERTIFIED FINANCIAL PLANNER® professional, Jean is committed to helping clients navigate the intersections of life and finances through comprehensive, goals-based planning that emphasizes resilience, balance, and long-term stability. She began working at Savant in 2026 when Exencial Wealth Advisors became part of the firm.
A United States Coast Guard veteran, Jean brings a diverse professional background to her role in wealth management. Her experience includes financial management as well as investor and public relations work for both public and private companies. She has also held leadership roles in the nonprofit sector, including serving as a writer and communications director. She belongs to the Financial Planning Association (FPA) and the Estate and Tax Planning Council of Eastern Connecticut.
She earned a bachelor’s degree in mathematical science from the U.S. Coast Guard Academy and a Master of Business Administration (MBA) from The George Washington University in Washington, D.C.
Jean lives in Old Lyme with her husband, Vince. They are active in the community, where Jean serves as chair of the finance council for Christ the King Church, chair of the Town of Old Lyme Pension Committee, treasurer of the Old Lyme Phoebe Griffin Noyes Library Board of Trustees, and is on the economic development committee for the Lower Connecticut River Valley Council of Governments. She’s also a member of the Greater Old Saybrook Chamber of Commerce and the Southeastern Connecticut Women’s Network. Jean and Vince have three adult sons and enjoy spending time biking, fishing, gardening, running, and traveling to visit family.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- U.S. Coast Guard Academy
Bachelor of Science in Mathematical Science - The George Washington University
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- United States Coast Guard – veteran
- Financial Planning Association (FPA) – member
- Estate and Tax Planning Council of Eastern Connecticut – member
- Christ the King Church – finance council chair
- Town of Old Lyme – pension committee chair
- Old Lyme Phoebe Griffin Noyes Library Board of Trustees – treasurer
- Lower Connecticut River Valley Council of Governments – economic development committee member
- Greater Old Saybrook Chamber of Commerce – member
- Southeastern Connecticut Women’s Network – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.