Jaymie Upton Email & Phone Number

Jaymie joined Merrill Lynch in 2004 after many years of service in the non-profit sector. Today she is committed to helping clients define and pursue their personal and family financial goals. A partner in Mazzoni Upton Wealth Management, she is experienced in helping people who don’t have the time or inclination to immerse themselves in the daily investment process to build, manage and preserve their wealth.Jaymie holds the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning CounselorSM designation. Her approach to wealth management is consultative, objective and committed to excellence. An effective communicator, strategist and empathetic listener, Jaymie enjoys spending time with clients to fully understand their unique life experiences and the financial issues most relevant and important in their lives. Jaymie’s background provides a nuanced understanding of the challenges families often face during periods of transition in their lives, and she benefits from the wisdom, insight and extraordinary resources of one of the world’s largest financial firms. Warm and compassionate, Jaymie’s goal is to create an atmosphere in which clients feel financially knowledgeable and well informed. She and her husband, Richard, live in Richmond where she serves on the YWCA board of directors and is a member of the Richmond Estate Planning Council, the Association for Corporate Growth, the National Association of Women Business Owners and the Virginia Gift Planning Council.CERTIFIED FINANCIAL PLANNERTM and CFP® are certification marks owned by Certified Financial Planner Board of Standards, Inc., and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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  Wealth Management Advisor, Vice President

  Merrill Lynch Wealth Management

  Sep 2004 - Present

  Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.

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  Beloit College

  Bachelor'S Degree