Jamie focuses on a disciplined and holistic wealth management approach. Before any financial decisions are made, he takes the time to understand each client's goals, family and business requirements, liabilities and financial cash flows. With this thorough comprehension of all peices of one's financial life, he is then able to guide them in defining objectives, develop honed strategies and recommend these strategies that help all clients reach their individual goals.
Jamie works with individuals and families as well as corporations, business owners and employees.
He began his career in the financial services industry in 1986 when he joined Salomon Brothers, Inc., New York, New York. In 2001, as the Chief Operating Officer of My CFO Investment Advisor Services, he played a key role in spearheading the architecture, development and delivery of a complete wealth management approach to ultra-high net worth individuals, families and family offices. Jamie returned to the Flathead Valley in Montana in 2004 to launch his private client practice with UBS. He joined Merrill Lynch Wealth Management in September of 2008. Jamie is a graduate of Montclair State University. Jamie and his wife Christine have three children and live in Whitefish.
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.
