Jamie is a calm, empathetic and dependable member of the Loring Advisory Group team. His thorough attention to detail and calm demeanor allow him a steadfast approach through all of life’s vicissitudes. Jamie is a great listener. He cares deeply about the success of his clients and is devoted to helping them achieve this.
Jamie began his career in the financial services industry in 2016 with Merrill Edge. He joined Loring Advisory Group in 2018, initially as a Client Service Associate before earning a certification as a Certified Financial Planner™ practitioner in 2021. Jamie works with clients to devise, develop and institute wealth management strategies tailored to each client’s unique goals and dreams.
Professional Designations, Certifications, Securities Registrations and Licenses
- Certified Financial Planner™ Practitioner
- Chartered Retirement Plans Specialist℠ (CRPS®)
- FINRA General Securities Representative (Series 7)
- FINRA Uniform Securities Agent State Law Examination (Series 63)
- Investment Advisor Representative
Jamie earned a Bachelor of Arts in Political Science from Providence College, with minors in Economics and Literature. To this day, he remains a staunch supporter of the Friars.
Jamie currently lives in East Greenwich, Rhode Island, but spent his formidable years in the mountains of Southern Vermont. He is an avid soccer fan and in his spare time can be found exploring Rhode Island’s beaches and many attractions.