Jean Anne Wilczynski

Current Employers

Employment History

• 02/2014 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2014-04-25 → 2026-04-30
  Exencial Wealth Advisors
  Old Lyme, CT
  Old Lyme, CT

Other Businesses

Jean serves as Chair of the Finance Council (since 2020) and member of the Investment Committee for Christ the King Catholic Church, Old Lyme, Connecticut (since 2018). In this capacity, she provides insight and guidance to the Pastor and staff in the areas of finance and investments - including reviewing and monitoring reserve and scholarship fund investments that are managed by an outside investment advisor. These are unpaid volunteer positions involving approximately 2 hours per week, generally outside of normal business hours, with approximately 2-4 hours per quarter during business hours. Jean serves as Treasurer (effective 09/2025) and Chair of the Finance Committee of the Old Lyme Phoebe Griffin Noyes (OLPGN) Library Board of Trustees (member since 12/2023), Old Lyme, Connecticut. In this capacity, she provides insight and guidance to the Board of Trustees and staff in the areas of finance and investments - including reviewing and monitoring endowment fund investments that are managed by an outside investment advisor. These are unpaid volunteer positions involving approximately 2-4 hours per week, generally outside of normal business hours, with approximately 2-4 hours per quarter during business hours. Jean serves as the Chair of the Town of Old Lyme Pension Committee (member since 04/2018, Chair since06/2020), an appointed position leading the committee that provides oversight of the Pension for employees of the Town of Old Lyme and the Regional School District 18 (Lyme-Old Lyme Public Schools). The Committee provides oversight of the contracted Investment Advisor and Custodian/Recordkeeper for the Pension, and guidance to the Town employees who administer the Pension on behalf of the employees. This is an unpaid volunteer position. In her capacity as chair, she spends approximately 2-8 hours per year (including semi-annual meetings) during business hours and an additional 2-8 hours outside of normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-24

Designations

Other Names

• Jean Anne Stimson
• Jean A Wilczynski