Jamie G. Smothers

Senior Financial Consultant, SVP & Asst. Sec.

Office Information

Office Phone
1414 West Northwood Street
Greensboro, NC 27408

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.

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

Education & Certifications

Certified Financial Planner (CFP®)
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


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