Office Information
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.
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
Education & Certifications
Licenses & Registrations
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.
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*This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation, or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant, or guarantee that it is accurate or complete.
Your investments in securities and insurance products 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. Past performance does not guarantee future results. There is no guarantee that a strategy will achieve its objective.
About the Entities, Brands, Products and Services Offered
First Citizens Wealth® (FCW) is a registered trademark of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares Inc. are the entities through which FCW products and services 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. (FCAM), and SVB Wealth LLC (SVBW), 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 are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and First Citizens Delaware Trust Company.
All loans provided by First-Citizens Bank & Trust Company 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
This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation, or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant, or guarantee that it is accurate or complete.
For more information about FCIS, FCAM, or SVBW and its investment professionals, visit: FirstCitizens.com/wealth/disclosures