Associate Wealth Advisor
Jamie’s passion is supporting clients in the development and execution of their financial goals. As an Associate Wealth Advisor Jamie supports lead advisors service client relationships by getting to know each client personally to ensure they are given informed and appropriate financial advice. Jamie provides exceptional service with the highest level of professionalism. She cultivated this remarkable talent through her tenure in retail sales handling client interactions and management responsibilities.
Jamie earned her degree in Business Management with a concentration in human resources, organizational management, and statistics from Palm Beach Atlantic University. In the past Jamie has assisted with fundraising for St. Jude Children’s Research Hospital and the Breast Cancer Research Foundation.
Jamie has lived in Massachusetts and Florida, but now resides in Hamilton NJ with her husband Josh, daughter Ava and their Cavalier King Charles Spaniel, Harley. Jamie enjoys cruises in the Caribbean, day trips to the beach, baking with her father and being a terrific Mother.