As a partner and wealth advisor, Jamie has been instrumental in helping clients achieve their financial goals since 1992. He holds a Certified Senior Advisor® (CSA) designation and is trained in issues of importance to seniors and their families. He’s been with RWA Wealth Partners since its acquisition of Kobren Insight Management (KIM) in 2011. Prior to joining KIM in 2005, Jamie was a vice president and investment center manager for Charles Schwab. He also served clients as a registered representative at Olde Brokerage. In 2023, he was honored in Boston magazine for the eleventh time as a Five Star Wealth Manager. Jamie holds a B.A. in business with a minor in economics from Plymouth State University.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.