Jamie Calkins, CFP® joined Merrill Lynch Wealth Management as a Financial Advisor in 2010 after working with another investment firm in the area. Jamie works with individuals, as well as businesses, to help them achieve their short-term and long-term financial goals. He understands that you worked hard for your money and thinks that your money should be working hard for you too.
Whether you are trying to grow, preserve, or provide income from your assets, Jamie can help develop a plan tailored specifically for you. "There is no one-size-fits-all investment plan," says Jamie, "That's why we meet one-on-one to really get to know you and your needs."
Jamie's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers guidance for asset allocations designed to accurately reflect each client’s income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. Asset allocation does not ensure profit or protect against loss in declining markets.
Jamie holds a bachelors degree in Finance from Stetson University, with minors in Marketing and Management Information Systems. Through constant learning and education, he is able to keep up with our ever-changing global economy and technologies.
Jamie follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
Jamie is a Past President of the Southeast Volusia Chamber of Commerce and has served on the City of New Smyrna Beach's Planning and Zoning Board, as well as the Florida Hospital New Smyrna Foundation Board. Jamie also is a chairman of the Southeast Volusia Holiday Boat Parade.
Jamie enjoys volunteering and working to make Volusia County a better place to work and play. He lives in New Smyrna Beach, FL with his wife and son.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
