Jami Gomes Email & Phone Number
@awmfl.com
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Who is Jami Gomes? Overview
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Jami Gomes is listed as Director of Administrative Services at Advanced Wealth Management - Boutique Family Office, a with 8 employees, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at awmfl.com and a matched LinkedIn profile for Jami Gomes.
Jami Gomes previously worked as Operations Manager at Advanced Wealth Management, Llc and Licensed Insurance Specialist at Advanced Wealth Management, Llc. Jami Gomes holds Accounting from Forsyth Technical Community College.
Email format at Advanced Wealth Management - Boutique Family Office
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AeroLeads found 1 current-domain work email signal for Jami Gomes. Compare company email patterns before reaching out.
About Jami Gomes
Prior to serving at AWM, my early years were focused in the performing arts as a classical dancer and concert production and event management through my family business. I accepted an opportunity in nonprofit management for the Police Athletic League of Manatee County, where I gained a wealth of experience. I have had a life-long passion for costumes and worked as a seamstress for Asolo Repertory Theater, Florida Studio Theater, and the Sarasota Opera Costume Studio for 15 years. After that time, I was offered a full-time position managing the Sarasota Opera Costume Studio, the largest collection of opera costumes in North America! During the height of Covid, when all performing arts centers were shut down, I was furloughed and started helping out at my husband's RIA firm, AWM, to learn new things during my downtime. I discovered that my skillset was also useful in the financial industry. I made the decision to join the AWM team full-time in 2021 as Client Relationship Manager and never looked back! I have acquired many new skills and I am now responsible for operations management, executive assistance, training virtual assistants, scheduling, billing, CRM management, client service requests, working with clients to create Family Estate Organizers, and support to our advisors. I am a licensed Florida Insurance Agent and the Insurance Producer for Advanced Wealth Management, specializing in Medicare, Long-Term Care insurance, Annuities, and IULs.
Jami Gomes's current company
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Jami Gomes work experience
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Operations Manager
Current
Licensed Insurance Specialist
CurrentMedicare, Long Term Care Insurance, Asset Care Insurance, IULs, Annuities
Administrative Assistant/Insurance Specialist
CurrentOur wealth management firm brings together a select group of professionals to coordinate all aspects of your financial affairs.Our services include:**Retirement income planning**Wealth management**Proactive tax planning**Healthcare planning**Comprehensive estate planning**Charitable giving**Legacy planningand a lot moreWe assist business owners with growth planning, employee retention programs, and show them how to successfully transition into retirement via tax efficient exit strategies.Advanced Wealth Management, LLC(“AWM”) is a Florida registered investment adviser located in Nokomis, Florida. Investment Advisory Services offered on a fee basis through AWM. AWM has selected Charles Schwab & Co., Inc.(“Schwab”) as primary custodian for our clients’ accounts. Member SIPC. AWM and Schwab are not affiliated. This communication is intended for those residing in the State of Florida only.
Costume Rental Administrator
Rental coordinator and inventory manager for Sarasota Opera Costume Studio, the largest collection of opera costumes in North America. I organized and coordinated costume rentals for professional opera companies, universities, and filmmakers.
Booking Agent
Talent Coordinator and Booking Agent. My family's business since 1954.
Manager
Nonprofit Manager, Property Manager and Programs Director for a 36-acre sports complex in Bradenton, FL, home to 3 charter schools and youth football, basketball, cheerleading, roller hockey and boxing sports leagues for Manatee Police Athletic League. I was an employee of the Manatee Sheriff's Office during my time as PAL Manager and worked hand-in-hand with their 13-member nonprofit board of directors on board development and development of their fundraising capabilities. I wrote government grants for Sheriff's Office youth crime prevention funding. Also while there, I oversaw the management of several property-wide upgrades such as building a new 40x80 football practice field, renovation of their basketball gymnasium (including new maple floor, restrooms, and lobby area), renovation of their boxing gym (including all new equipment), renovation of their weight room (including all new cardio equipment), resurfaced the outdoor hockey rink, and painted the entire property inside and out (including all school buildings). I organized fundraisers for all youth programs and chaperoned student-athletes to competitions such as Golden Gloves and the National PAL Cheerleading competition. One of my job duties was spokesperson/teacher for the Police Athletic League at the Manatee Sheriff's Office Citizen's Academy, where I often spoke in front of 50-200 attendees.
Jami Gomes education
Accounting
Modern Dance
Frequently asked questions about Jami Gomes
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What company does Jami Gomes work for?
Jami Gomes works for Advanced Wealth Management - Boutique Family Office.
What is Jami Gomes's role at Advanced Wealth Management - Boutique Family Office?
Jami Gomes is listed as Director of Administrative Services at Advanced Wealth Management - Boutique Family Office.
What is Jami Gomes's email address?
AeroLeads has found 1 work email signal at @awmfl.com for Jami Gomes at Advanced Wealth Management - Boutique Family Office.
Where is Jami Gomes based?
Jami Gomes is based in Sarasota, Florida, United States while working with Advanced Wealth Management - Boutique Family Office.
What companies has Jami Gomes worked for?
Jami Gomes has worked for Advanced Wealth Management - Boutique Family Office, Advanced Wealth Management, Llc, Advanced Wealth Management, Sarasota Opera Association, Inc., and Oler Productions.
Who are Jami Gomes's colleagues at Advanced Wealth Management - Boutique Family Office?
Jami Gomes's colleagues at Advanced Wealth Management - Boutique Family Office include Adam Martin and Trae Gomes.
How can I contact Jami Gomes?
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What schools did Jami Gomes attend?
Jami Gomes holds Accounting from Forsyth Technical Community College.
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