Jamie's Bio:

Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses.

He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them.

"I grew up in a family that always seemed to have money challenges. They didn’t have the financial freedom they longed for.

I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money that I did.

Because of those experiences, I’ve created a firm dedicated to helping others continue to doing what they love to do with ZERO financial stress."

Social:

https://www.instagram.com/jamiemlima/

https://www.linkedin.com/in/jamielima/

https://twitter.com/JamieMLima

Music in this episode was obtained from Bensound.

#22 - Practicing Empathy and Growing a Boutique Planning Firm - Jamie Lima