About Us
Jamie is a first vice president of investments for Raymond James and Associates. In 2007, he formed Williams Capital Management of Raymond James and Associates. Williams Capital specializes in strategic portfolio management for individuals and corporations.
Jamie has over seventeen years of experience in the wealth management industry. He began his career with Indianapolis based Raffensperger, Hughes & Co. In 1995, National City Corporation acquired Raffensperger and formed NatCity Investments, Inc. While a Vice President and Senior Financial Consultant at NatCity, Jamie was a seven-time member of the President’s Circle of Excellence, recognized as the firm’s top producer in private placements and named top consultant in financial planning. In 2005, Jamie additionally assumed the role of team leader and client advisor for the Private Client Group. He was a three-time recipient of the Excel Award and his team received honors for top revenue generation. In 2008 and 2009, Jamie achieved the Raymond James President Club qualification.
Jamie received a Bachelor of Arts degree from DePauw University. He holds Series 6,7,63, and 65 securities licenses; life and variable contracts licenses; certified retirement plan specialist and a wealth management specialist.
Jamie is Chairman of the Board of Directors for Goodwill Industries of Southwestern Michigan. He serves on the Board of Directors for Impact Label Corporation. Additionally, Jamie is on the Board of Directors for the Kalamazoo Symphony Orchestra. He is a member of Portage Chapel Hill United Methodist Church and The Moors Golf Club. Jamie’s wife, Katie, is past president of the Junior League of Kalamazoo. The couple has three children.
Jamie Phillips has been in the financial industry for more than 24 years. She joined Williams Capital Management of Raymond James & Associates in 2007 as a registered associate. In 2008, she received a promotion to senior registered associate.
Jamie began her career with First of America Securities, which was acquired by NatCity Investments, Inc. in 1998. Her excellent organizational skills and take charge approach to the task at hand are highly regarded. Jamie was a two time winner of National City’s Excel Award and was further honored by the firm as a recipient of the VIP Award, recognizing her excellent customer service skills with high regards to customer retention.
Jamie graduated as a Phi Theta Kappa Honor Society member from Kalamazoo Valley Community College with an Associate Degree in Applied Science. Jamie holds Series 7, 63, and 65 licenses; Accident and Health contract licenses; Life and Variable Annuity contract licenses. She is ASPA certified and is a certified retirement plan specialist. She enjoys volunteering for various community events and spending time with her husband, Scott, and their two daughters, Samantha and Kasey.
In 2008, Robyn joined Williams Capital Management of Raymond James and Associates in the capacity of Marketing Associate. Her focus is on maintaining and enhancing client experience. Robyn works behind the scenes in conducting portfolio reviews, assisting with financial planning, and analyzing employer sponsored retirement plans.
Robyn has over nine years of experience in the financial industry. She was a Financial Consultant for one of the top partnerships at NatCity Investments, Inc.
Robyn received a Bachelors Degree in Business Administration from Western Michigan University. Currently, she serves on the West Portage Little League Board of Directors and several committees at First Presbyterian Church. Robyn’s husband is an attorney at Lewis Reed & Allen, PC. and their two boys attend school in Kalamazoo.
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 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently 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.
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