Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My goal is to be a trusted advisor and an essential resource to clients, while providing each relationship with ethical investment advice, guidance and personalized service.
I am passionate about assisting affluent individuals, families and businesses with financial strategies and asset management. I offer clients a diverse range of services, including but not limited to: planning for retirement, portfolio construction, investment planning, wealth transfer, asset preservation, and education planning. I provide both the intimacy and personalized attention of a boutique alongside the global resources of one of the world's largest financial service firms.
I have a highly tailored process by which I work with each client. I obtain information about each client's specific situation to better understand their current financial position. I then assist in establishing goals and objectives, recommend an appropriate strategy, and regularly review the progress towards reaching their goals and objectives. My primary focus is to identify opportunities to create wealth for clients and to make a meaningful difference in their lives|Jamie was born in Germany and grew up in a third generation military family. She grew up all over the US and different parts of the World. She graduated with her Bachelor’s Degree in Education, and prior to joining Merrill Lynch, Jamie was a teacher. Jamie has always had a strong entrepreneurial spirit and an interest in business. With her love of business and education she pursed a Master’s in Business Administration from Texas A&M in 2012. Jamie joined Merrill Lynch in 2014.
Jamie approaches education and personal wealth in the same manner, by focusing on building trusted relationships and making a meaningful difference in people’s lives. Jamie has a passion for helping clients build, manage and preserve their wealth for current and future generations. Jamie is the team's goals based planner, working closely with families to help them establish their financial goals and develop long term strategies to help accomplish these objectives. Jamie meets extensively with our families to measure progress and help ensure they remain on track with their financial strategy.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Boise State University
Texas A&M University
University of Idaho
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.