Education:
State University of New York at Buffalo, Graduated Cum Laude with a BS in Business Administration, with concentrations in Finance and Marketing
Jamie has over 15 years of experience in the financial services industry. She is a licensed securities principal, registered representative, investment advisor representative, and investment company and variable annuity representative as well as a Certified Divorce Financial Analyst.
Traci is the Client Services Coordinator. She has over 20 years of Administrative experience and excels in the Customer Service area.
Traci has lived in the Thornton, CO area for over 16 years. In her spare time she enjoys spending time with her husband and two teenage sons and is very involved in their sports and school activities.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.