Jolie Ann Calella, Cfp®, Qfpc
About Jolie Ann Calella, Cfp®, Qfpc
Forbes Magazine has recognized Jolie as one of the foremost Women Wealth Advisors since 2019. Her dedication to fostering financial literacy traces back to her early years. Born to a widowed mother raising two daughters solo in New York City, Jolie learned the vital importance of education, financial acumen, and self-reliance from a young age. From her academic journey onward, Jolie's unwavering commitment to personal and professional growth has been her guiding light. During her college years, Jolie secured a coveted position as a network page at Capital Cities/ABC, which paved the way for roles as a production assistant and publicity assistant at ABC and its parent company, Walt Disney Co. Throughout law school, Jolie served as a research assistant for an esteemed income tax professor. From 1995 to 2003, Jolie practiced law in New York City, working at both large and small law firms. In 2004, Jolie discovered her true passion and embarked on a fulfilling career as a financial advisor, a path she has never strayed from since. Her relentless pursuit of professional excellence led her to actively engage with the Personal Income Tax Committee and the Trusts, Estates, and Surrogate's Courts Committee at the New York City Bar Association from 2004 to 2008. Jolie's commitment to lifelong learning culminated in her achievement of the esteemed Certified Financial Planner ("CFP®") designation in 2012 and the Qualified Plan Financial Consultant ("QPFC") designation in 2022. Jolie generously shares her wealth of experience with colleagues and clients alike. In 2016, she co-founded the HER Way Steering Committee at Morgan Stanley, a collaborative initiative composed of female financial advisors. In 2022, Jolie received an invitation to join the prestigious Morgan Stanley Women in Wealth, LIFT Committee for the northeast region. Both committees share a common mission: promoting female financial education and empowerment. Beyond her achievements and professional commitments, Jolie's zest for life shines through her global travel adventures, cycling pursuits, dedicated yoga practice, and cherished moments shared with loved ones.