Jamie Morrow Bio Image
Jamie Morrow Registered Client Service Associate

As a Registered Client Service Associate, Jamie Morrow is responsible for completing many of the operational functions that keep a financial plan working, including account maintenance, transactions, and assisting with client meetings. But mostly, clients come to know her for her knowledge, responsiveness, clear communication, warmth and commitment to providing a quality client experience.

Jamie brings 19 years of invaluable experience combined in the banking and financial services industries. She passed her Securities Industries Essentials Exam in 2022 and went on to obtain her Series 7 and Series 63 licenses in 2023.

Jamie knows that few people are fully comfortable with discussing financial matters, so she works to put clients at ease, believing that openness and honesty are essential to effective financial planning and wealth management.

At home, Jamie enjoys baking, cooking, and reading, but when the weather is nice, you will often find her enjoying the outdoors, taking scenic road trips, or discovering hidden gems in the local community. Originally of Belvidere, Illinois, Jamie now calls Rockford home, along with her dog, Fred, a Rat Terrier and Jack Russell mix she adopted in 2015.