Jamie Wright, Cfa, Cfp® Email & Phone Number

Based in Tallahassee, our ten-person wealth management team helps clients such as working professionals, business owners, retirees, clients in the professional sports & entertainment field, and high net worth to ultra-high net worth clients in over thirty states. We also work with corporate and non-profit retirement plans and their participants. Our team is proud to have worked with clients for multiple decades and with multiple generations of families as wealth is passed down. Utilizing a team approach, we can focus on every aspect of a client's financial life, including:• Investment Management• Trust & Estate Planning Services*• Risk Management• Retirement Income Planning• Charitable Gifting Strategies• Concentrated Stock Services• Liquidity & Cash Management*• Education Funding Strategies• Banking & Lending*• Professional Athlete Wealth Strategies & Services*Banking products and services provided by Bank of America.As a member of the team, I focus on investment analysis, portfolio construction, trading, and research of equity, fixed income, and alternative investments. I'm also a Merrill Sports & Entertainment Advisor focusing on our team's service for professional and collegiate athletes, as well as clients in the entertainment profession. I graduated Cum Laude from The University of Central Florida with a BSBA in Finance and received a Master's degree in Finance from Vanderbilt University. I hold the Chartered Financial Analyst® designation, the CERTIFIED FINANCIAL PLANNER® certification, and the Certified Plan Fiduciary Advisor® designation. I also hold both the Series 7 and Series 66 FINRA registrations.

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Jul 2016 - Present

  *Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A.… Show more *Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute. Show less