Jamie has been working with Waddell & Reed since 2011. She started working with Doug in 2012. Her key role is to help make sure the office runs smoothly and the clients have a great experience. She develops and implements office procedures and policies designed to optimize the smooth operation of the practice. She enjoys coordinating our client appreciation events and connecting with our clients. She is a leader with a high level of communication and organizational skills. Jamie holds a Life and Health Insurance License.
Jamie acts as a non-registered associated persons of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 07/18