FINRA's BrokerCheck Obtain more information about our firm and its financial professionals ×

Wine, Women and Wealth Events

Jeff has been hosting Wine, Women and Wealth events in Chicago for the past seven years. Over 300 women have attended one of Jeff's events. Jeff has also presented Wine, Women and Wealth events for the Women's Bar Association of Illinois, The Black Women's Lawyers Assocation and Navigant Consulting.

Jeff is very passionate in getting women more engaged in their financial life by motivating and educating women to provide them with options and solutions so women become more empowered in all aspects of their life.

Wine, Women and Wealth

Be part of an intimate group for an evening of socializing, connecting and learning

  • Make meaningful connections
  • Become more financially savvy by discussing issues
  • Learn to live and work the way you want
The evening format will include time for people to get to know each other and an interactive discussion on a topic that affects you and your loved ones

Jeff tries to keep the audience to no more than fifteen women. From Jeff's events, women have made their own connections and met later either for personal or business.

If you would like to be added to the distribution list, please email jeff at jeff.simon@wfadvisors.com.

If you would like Jeff to present a Wine, Women and Wealth event to your organization or for you and your group of girlfriends, please email jeff at jeff.simon@wfadvisors.com.

This information is intended for use only by residents of (AR, CA, CO, CT, FL, GA, IL, IN, MA, MI, MN, MO, NC, OR, SC, TX, UT, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence. Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2019 Wells Fargo Advisors. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals