Jamie's Bio:
Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses.
He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them.
"I grew up in a family that always seemed to have money challenges. They didn’t have the financial freedom they longed for.
I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money that I did.
Because of those experiences, I’ve created a firm dedicated to helping others continue to doing what they love to do with ZERO financial stress."
Social:
https://www.instagram.com/jamiemlima/
https://www.linkedin.com/in/jamielima/
https://twitter.com/JamieMLima
Music in this episode was obtained from Bensound.
Jamie's Bio:
Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses.
He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them.
"I grew up in a family that always seemed to have money challenges. They didn’t have the financial freedom they longed for.
I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money that I did.
Because of those experiences, I’ve created a firm dedicated to helping others continue to doing what they love to do with ZERO financial stress."
Social:
https://www.instagram.com/jamiemlima/
https://www.linkedin.com/in/jamielima/
https://twitter.com/JamieMLima
Music in this episode was obtained from Bensound.