Jean M. Roberts

Client Associate

Phone: 781.304. 4084

Email: jean.roberts@argonauticapwm.com

 

If client service was a crossword puzzle, Jean Roberts would have it solved in a flash. As the Client Associate at Argonautica Private Wealth Management, her mission is to change turbulent waters into smooth sailing for our clients and their families.

Over her 17-year career at Wells Fargo Advisors in Waltham, Jean developed an extensive background in client services. This dedication to professionalism & service excellence is reflected in everything she does for the advisors and clients at Argonautica.

A native of Lexington, Jean earned her bachelor's in business administration before marrying and moving away. Outside of the office, Jean's an avid reader and loves a good crossword puzzle. She also enjoys spending time with her adult children and especially her grandchildren.