MEET WITH JAMISON! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. |
ABOUT
I have worked in the financial services industry for nearly 20 years in banking and investment industry roles. I have enjoyed helping many clients discover, prepare and pursue their financial potential. I accomplish this by seeking to ensure clients have confidence and clarity in their investment strategies, while serving as a qualified advisor. I look forward to meeting you and together exploring what is possible in your future.
QUALIFICATIONS
- Financial Advisor, Achieva Credit Union(2017-2023)
- Member Advocate, Achieva Credit Union(2015-2017)
- Over 15 years of experience as a banking professional with expertise at the regional level.
- Holds FINRA Series 7, 66 and SIE securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from Estero High School.
Attended Florida Gulf Coast Univeristy and studied Health Science Administration.
PERSONAL
I’m a 30-year resident of Lee County Fl and originally from Fair Lawn NJ. My family and I love Punta Gorda and experiencing small town, coastal Florida! In our personal time we enjoy the beach, paddle boarding and traveling. My family and I have always been a part of our local church and are excited to meet members of the faith community.