Jamie M. Lima, Mba, Cfp®, Cdfa® Email and Phone Number
Jamie M. Lima, Mba, Cfp®, Cdfa® work email
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Jamie M. Lima, Mba, Cfp®, Cdfa® personal email
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Jamie M. Lima, Mba, Cfp®, Cdfa® phone numbers
I grew up in a family that always seemed to have money challenges. That led me to a career in finance as I wanted to learn and understand how to better support myself and my family.I began my career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investments. I was responsible for overseeing $1 billion in assets for 450 families and businesses.Today, I primarily focus my time working with those navigating the financial issues that arise with divorce and mid-career professionals working to maximize their wealth. I promised myself early on that I would do whatever was required to ensure that my clients never felt the same struggles related to money that I did. I really love helping clients make important financial decisions and making the puzzle pieces ‘fit’ for them.
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Co-Founder And Ceo | Securesplit (B2B Legaltech Saas)SecuresplitUnited States -
Founder, Planner, And Certified MediatorAllegiant Divorce Solutions Apr 2023 - PresentLeveraging almost two decades of financial planning experience, Allegiant Divorce Solutions helps our clients navigate the financial complexities of divorce. -
President, Certified Financial Planner ™Woodson Wealth Management Apr 2020 - PresentRamona, California, Us• Dedicated to serving those who want help managing their financial future by providing advice in a variety of areas including investment strategy, estate planning, and tax planning.• Offering my experience as an unbiased and fee-only financial planner to provide un-conflicted insight into clients' wealth management strategies. -
Vice President, Financial ConsultantFidelity Investments Apr 2017 - Feb 2020Boston, Ma, Us• Oversaw a $1.2B portfolio, conducted financial reviews, provided daily support, guidance and acted as a liaison between Servicer and Investor• Expanded investment book from $900M to $1.2B AUM in 1.5 years• Executed $40M+ in investment/managed account sales per year in last 8 years with company• Solicited and accepted feedback, researched and prioritized branch issues and opportunities, and partnered with home office product owners to drive solutions as a Lightbulb advisor -
Vice President, Regional Planning ConsultantFidelity Investments Nov 2015 - Apr 2017Boston, Ma, Us• Led and developed branch teams toward the top ten sales percentage in the Pacific Market YoY• Trained and developed sales staff to cross-sell across multiple lines of business which resulted in an increase in overall sales by 17%• Consistently ranked in top 10% for product sales YoY• Collaborated with employees, customers and business partners to ensure accurate and timely delivery of products and services• Conducted seminars and workshops on multiple financial planning topics -
Vice President, Financial ConsultantFidelity Investments Jul 2011 - Nov 2015Boston, Ma, Us• Oversaw a $350M portfolio• Expanded investment book from $0 to $350M AUM in 4 years• Ranked in top 3% for net new money three years in a row• Collaborated with Home Office business partners to create and iterate the Income Strategy Evaluator 2.0 for national launch using Agile framework• Provided Voice of the [Field and] Customer (VoCA) feedback to key decision makers and Home Office business partners -
Financial AdvisorMorgan Stanley Smith Barney Apr 2005 - Jul 2011New York, Ny, Us• Oversaw a $150M portfolio• Expanded investment book from $0 to $150M AUM in 3 years• Ranked in top 10% out of 150 Financial Advisors by consistently generating revenue above yearly goals
Jamie M. Lima, Mba, Cfp®, Cdfa® Skills
Jamie M. Lima, Mba, Cfp®, Cdfa® Education Details
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National UniversityOrganizational Leadership -
University Of PhoenixFinance
Frequently Asked Questions about Jamie M. Lima, Mba, Cfp®, Cdfa®
What company does Jamie M. Lima, Mba, Cfp®, Cdfa® work for?
Jamie M. Lima, Mba, Cfp®, Cdfa® works for Securesplit
What is Jamie M. Lima, Mba, Cfp®, Cdfa®'s role at the current company?
Jamie M. Lima, Mba, Cfp®, Cdfa®'s current role is Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS).
What is Jamie M. Lima, Mba, Cfp®, Cdfa®'s email address?
Jamie M. Lima, Mba, Cfp®, Cdfa®'s email address is ja****@****ner.com
What is Jamie M. Lima, Mba, Cfp®, Cdfa®'s direct phone number?
Jamie M. Lima, Mba, Cfp®, Cdfa®'s direct phone number is +190929*****
What schools did Jamie M. Lima, Mba, Cfp®, Cdfa® attend?
Jamie M. Lima, Mba, Cfp®, Cdfa® attended National University, University Of Phoenix.
What are some of Jamie M. Lima, Mba, Cfp®, Cdfa®'s interests?
Jamie M. Lima, Mba, Cfp®, Cdfa® has interest in Distance Running, Children, Baseball (Red Sox), Economic Empowerment, Education, Football (Patriots), Travel, Health.
What skills is Jamie M. Lima, Mba, Cfp®, Cdfa® known for?
Jamie M. Lima, Mba, Cfp®, Cdfa® has skills like Certified Financial Planner, Training And Development, Client Relations, Financial Planning, Investments, Wealth Management, Asset Allocation, People Development, Employee Training, Coaching, Asset Location, Workplace Investments.
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