Business Details
About
Financial Planner
Jacquelyn "Jackie" Volkert is a Senior Vice President of Wealth Managment and brings over 30 years of trust experience to Old Second Bank. As a Relationship Manager and Senior Trust Officer, Jackie secures and manages personal and business relationships. She oversees the Irrevocable Insurance Trust and has overseen Land Trust, IRA, and departmental trust operations. Volkert is a graduate of Rockford Business College, attended Bradley University, is a graduate of the Trust School from the University of Wisconsin and National Graduate Trust School at Northwestern University where she received her Certified Trust Financial Advisor (CTFA).
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Frequently Asked Questions About Jacquelyn Volkert - Wealth Management
Who is Jacquelyn Volkert and what are her qualifications?
Jacquelyn "Jackie" Volkert is a Senior Vice President of Wealth Management with over 30 years of experience. She holds certifications including Certified Trust Financial Advisor (CTFA) and has graduated from several prestigious trust schools including Northwestern University.
What services does Jacquelyn Volkert - Wealth Management provide?
She manages personal and business relationships in wealth management, oversees Irrevocable Insurance Trusts, Land Trusts, IRA and departmental trust operations at Old Second Bank.
Where is Jacquelyn Volkert - Wealth Management located?
The office is located at 37 S. River St, Aurora, IL 60506, USA.
How can I contact Jacquelyn Volkert for wealth management services?
You can reach her by phone at +1 630-906-3218 or via email at jvolkert@oldsecond.com.
Does Jacquelyn Volkert have an online presence where I can learn more?
Yes, more information is available on the Old Second National Bank website at https://local.oldsecond.com/il/aurora/37-s--river-st-9903251.html.
Is Jacquelyn Volkert - Wealth Management currently open for business?
Yes, the business is currently open and operational.
Are there other financial or loan officers near Jacquelyn Volkert - Wealth Management?
Yes, there are several nearby commercial loan officers including Will Garcia, Tim J. Woodcock, and David Mottet who offer mortgage and business banking services.
What other financial services are available near Jacquelyn Volkert?
Nearby, you can find additional wealth management professionals such as Andrew Crouch and Mike Cava, CFA CFP, as well as Old Second National Bank providing mortgage and financial services.
What nearby places could be useful for customers visiting Jacquelyn Volkert - Wealth Management?
Customers might find the USPS nearby convenient for mailing needs, and the Galena Hotel if they need local accommodations.
Are there any community or social service organizations close to Jacquelyn Volkert's office?
Yes, local organizations such as Seed Of Nations International Centre, Simply Destinee Youth Center, and The Light of The Heart are nearby, offering community support and services.