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.
How we support your unique vision.
First Citizens prides itself on strength, stability, and consistency. In delivering customized advice, tailored strategies, and personal attention, I can help you:
- Create and execute a comprehensive plan to address your financial goals;
- Determine the best ways to assist in establishing financial confidence for you and your family now and in the future;
- Evaluate your options to help 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.
Helping you navigate your financial future from a wealth of information.
Customized financial solutions to support your unique vision for the future.
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.
View our firm's Customer Relationship Summary (PDF)
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™ 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 and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (”FCIS”) , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/
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™ 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 and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (”FCIS”) , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/