Address
3850 n. Causeway Blvd. #950
Metairie, Louisiana 70002
Get in touch
504-321-0928
info@CFO-us.com
Jade Doleac
Private Client Associate
Jade is a Private Client Associate who supports every facet of the client experience at Barfield Wealth Management (BWM). Collaborating closely with BWM's accomplished advisors, she excels in facilitating diverse client needs, from seamless new business transitions to personalized support for individual clients. With over 16 years of industry experience, Jade's passion for nurturing client relationships stands as the bedrock of the firm's philosophy. Her role as an integral part of the support system ensures that clients receive quality financial guidance.
Jade holds a Bachelor of Business Administration (BBA) in Banking and Finance from the University of Mississippi. She is married to her husband, Chad, and they have two children, Malcom and Madeleine. She enjoys traveling with her family, attending her children’s sporting events, and reading.
With Jade's expertise, dedication, and commitment to fostering strong client relationships, you can trust that your financial journey will be in capable and caring hands. Feel free to reach out to Jade to begin your path towards financial success.
Investment advice offered through Barfield Wealth Management, a DBA of Advisor Resource Council, a registered investment advisor.
Additional information, including management fees and expenses, is provided by on our ADV Part 2. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. The underlying holdings of any presented portfolio are not federally or FDIC-insured and are not deposits or obligations of, or guaranteed by, any financial institution. Past performance is not a guarantee of future results.