Jamie’s calm demeanor and thorough attention to detail are what sets him apart from many. He’s positive these attributes coupled with his natural enthusiasm is what drives him to provide service at the highest level.
Jamie began his career in the financial services industry in 2016, working as an Investment Specialist with Merrill Edge before joining Legatus Wealth in 2018. As a client service associate, Jamie is responsible for providing logistical support to our advisors, and assisting our clients with account inquiries and servicing.
Professional Designations, Certifications, Securities Registrations, and Licenses
- FINRA General Securities Representative (Series 7)
- FINRA Uniform Securities Agent State Law Examination (Series 63)
Jamie earned his BA in Political Science from Providence College, along with minors in Economics and Literature. He also recently enrolled in the College for Financial Planning, and began working toward his CERTIFIED FINANCIAL PLANNER™ certification.
Jamie currently resides in Providence, Rhode Island; but grew up in the mountains of Southern Vermont. He is an ardent soccer fan, and in his spare time can be found exploring Rhode Island’s beaches and attractions.