Office Information
Office Phone
phone
(336) 412-4259
1414 West Northwood Street
Greensboro, NC 27408
US
Areas Served
The Greater Triad Area
Get to know us
Jamie’s interest in managing money came from a college professor, who opened her eyes to the power of intentional investing. As a result, she immediately started planning for her own future with a First Citizens Financial Consultant. Jamie was so impressed with how much he helped her that she began her career as a Financial Consultant in 2006. Since then, she found her true passion in mentoring her clients financially and helping them plan for the future for themselves and their families.
Due to her knowledge, professionalism, and commitment to her clients, Jamie rose to the role of Senior Financial Consultant with First Citizens in 2020. In this role, Jamie is dedicated to building a relationship with you to better understand your dreams, needs, and unique situation. She then creates and implements a customized plan to help you achieve your goals. Jamie’s service doesn’t end there – she continues to work with you and your family to monitor and update your plan, and guide you through the complexities of a life in an ever changing financial world.
Jamie is a graduate of Greensboro College with a degree in Business Finance and Marketing, and maintains her Certified Financial Planner (CFP®) designation.
Due to her knowledge, professionalism, and commitment to her clients, Jamie rose to the role of Senior Financial Consultant with First Citizens in 2020. In this role, Jamie is dedicated to building a relationship with you to better understand your dreams, needs, and unique situation. She then creates and implements a customized plan to help you achieve your goals. Jamie’s service doesn’t end there – she continues to work with you and your family to monitor and update your plan, and guide you through the complexities of a life in an ever changing financial world.
Jamie is a graduate of Greensboro College with a degree in Business Finance and Marketing, and maintains her Certified Financial Planner (CFP®) designation.
We can help you accomplish so much more.
First Citizens prides itself on strength, stability and consistency. In delivering customized advice, tailored strategies and personal attention, we can help you:
• Create and execute a comprehensive plan to address all of your financial goals;
• Determine the best ways to establish security for you and your family now and in the future;
• Evaluate your options to protect your assets;
• Help you understand strategies to ensure your intentions are fulfilled in your estate plan;
• Coordinate with your tax and legal professionals so your planning is consistent.
Focus Areas
Asset allocation
Insurance Planning
Retirement planning
Risk Management
Tax Efficient Investing
Education & Certifications
Certified Financial Planner (CFP®)
Greensboro College, Bachelors in Business Finance and Marketing
Greensboro College, Bachelors in Business Finance and Marketing
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
FINRA Series 66 - Uniform Combined State Law Exam
Resources
Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment
and valuation trends.
A powerful, sophisticated financial planning software used to design a personalized plan based on your financial goals.
Helping you navigate your financial future from a wealth of information.
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.
Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.
First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment associate; and First Citizens Asset Management, Inc., an SEC-registered investment associate.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment associate; and First Citizens Asset Management, Inc., an SEC-registered investment associate.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
