Jamie Wills joined Raymond James in 2014 and serves as a registered client service associate. Jamie began her career in the industry at Merrill Lynch in 2006. Her many years of industry experience make her a valued contributor to the practice's administrative team.
Along with assisting in the facilitation and execution of administrative responsibilities, Jamie's role also concentrates in the areas of client onboarding, retirement planning and meeting arrangements. In addition, she assists with maintaining efficiency in the business aspects of our practice.
Jamie graduated from the University of South Florida with a bachelor's degree in business management. In addition to being a Registered Representative, she also holds multiple industry designations through the College for Financial Planning. The Accredited Asset Management SpecialistSM or AAMS® designation provides Jamie with fundamental knowledge to assist clients with insurance, tax, retirement, and estate issues. The Chartered Retirement Planning Counselor or CRPC® designation provides Jamie with the knowledge of complex retirement planning questions that assist the practice in focusing in on clients’ pre- and post-retirement needs.
Jamie enjoys spending her free time with her family. Jamie resides in St. Petersburg with her 3 children.