Jamie Phillips has been in the financial industry for more than 29 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. In 2012, she received a promotion to senior investment management specialist. In 2013, she obtained the Financial Paraplanner Qualified Professional™. In 2015, she obtained the Wealth Management Specialist designation. In 2017, she received a promotion to Business Manager. In 2019, she obtained the Accredited Investment Fiduciary.
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. In 2011, she attended the Ritz Carlton Service Excellence Program as recognition of her high level of customer service. In 2012, Jamie was invited to the Raymond James Sales Associate Enrichment Program in recognition of her industry knowledge and professional development.
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 an Accredited Investment Fiduciary, Financial Paraplanner Qualified Professional, Wealth Management Specialist, and a Chartered Retirement Plans Specialist.
She enjoys volunteering for various community events and spending time with her husband, Scott, their two daughters and son-in-law.