Jamie is a Senior Registered Client Service Associate at Legacy Private Wealth Partners with more than 17 years of experience in the financial services industry. Often referred to as the voice of Legacy, she acts as a liaison between other financial institutions, CPAs, and attorneys to assist clients in monitoring their cash flow, helping pay college tuition, and handling their gifting and philanthropic wishes. She has extensive knowledge and experience working with large estates and high-net-worth clients.
Jamie was previously a Senior Registered Client Service Associate with Schwartz Mabry Private Wealth Advisory at Raymond James, Wells Fargo Advisors, and Morgan Stanley Smith Barney. Her career began with Schwartz Mabry at Smith Barney in 2007 where she obtained her Series 7 license. She’s a Colorado State University graduate, with a Bachelor of Arts degree in speech communication.
In her spare time, she enjoys reading, camping, and spending time with her husband, Adam, and children, Aiden and Isabella.