Jamie began his career as a Financial Advisor with Waddell & Reed after completing his Bachelor's Degree from The Citadel in 2001. The beginning of his professional career was filled with economic uncertainty. However, Jamie quickly learned the business during one of the worst declines in stock market history. The events of 2001-2002 helped to prepare him for future economic downturns and his experience has proven to be invaluable.
Waddell & Reed has acknowledged his achievements in various ways. He has been invited multiple times to participate in Waddell & Reed's annual Circle of Champions conference. Jamie has also been appointed to the firm's Million Dollar Club.* Additionally, he has helped to supervise the activities of other advisors with the firm. Other qualifications include Jamie's authorized use of the Chartered Mutual Fund Counselor designation and his certification as a CERTIFIED FINANCIAL PLANNER™ professional.
In addition to his professional career, Jamie is committed to serving his community. He is an active member of Shandon Baptist Church in Columbia, SC. He also serves as a local Ministry Volunteer for Crown Financial Ministries. Reach Out Columbia!, a magazine distributed throughout the Columbia-metro area, regularly features articles written by Jamie. He is also a member of several organizations, including the Financial Planning Association.
Jamie's other interests include reading, history, and traveling. He currently lives in Columbia with his wife, Leah, and their three children. She received a PhD in School Psychology from the University of South Carolina and is currently a School Psychologist for the Lexington-Richland Five School District.
*The awards are presented annually by the firm based on an analysis of investment, insurance and financial planning sales generated by the advisor.
Certifed Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design)® in the US. Chartered Mutual Fund Counselor and CMFC® are registered service marks of the College for Financial Planning®.