Jamie's career in the Financial Services Industry began in 2002 at Morgan Stanley in Napa and three years later, moved to Wells Fargo Advisors to be closer to her family. For you baseball fans, Jamie is the team's 'utility' player, as she is in charge of all administrative responsibilities for the group's clients. Her job is one which requires a high degree of organization and follow-through, which are assets she possesses. Whether it is handling client inquiries in a professional and efficient manner; scheduling appointments for the advisors; organizing client appreciation events or managing account documentation, Jamie is as good as it gets! Her commitment and work ethic are invaluable to both our client's and our team. In addition, Jamie has earned her series 7 & 63 registrations, which means she can buy/sell investments for clients, discuss their accounts and provide our group's overall outlook for the markets.
Jamie is committed to providing clients with the highest level of professional and personalized service. She takes pride in making certain each client's experience with the Wixon Altheide Financial Group of Wells Fargo Advisors is a pleasant one - one they will want to share with family, friends and colleagues.
Away from the office Jamie enjoys spending time with her husband, Sonny and their three children.