Managing Director- Investments/ Wells Fargo Advisors.
Jamie, managing director - Investments in Columbia, Maryland. Jamie is responsible for overseeing the finances of individuals, and their families. In addition, he helps business owners going through a transition or exit strategy, as well as assisting in a full or partial sale to an Employee Stock Ownership Plan, structuring Qualified Replacement Property portfolios, liquidity and investment management, providing access to advanced estate planning strategies and trusts and insurance services through affiliates and non-affiliates.
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