#22 - Practicing Empathy and Growing a Boutique Planning Firm - Jamie Lima
Jamie's Bio:
Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses.
He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them.
"I grew up in a family that always seemed to have money challenges. They didn’t have the financial freedom they longed for.
I…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.