Jamie Pennington, CFP®

Registered Client Service Associate

Jamie joined Waller & Wax Advisors in July 2019 as a Client Service Associate II.  Her focus is assisting new and existing clients with all matters related to client service needs and their overall wealth management experience.

Jamie’s interest in the financial services industry began during high school. Her passion for math and education was stimulated by shadowing multiple wealth management professionals at her mother’s firm. After earning her Finance degree from the University of South Florida, she obtained her CERTIFIED FINANCIAL PLANNERTM certification so she could more effectively help clients with multiple areas of their financial picture.

With over eight years’ experience, Jamie began her career at the Raymond James Home Office then held client services roles at two wealth management firms before joining Waller & Wax.  She is drawn to the Waller & Wax Advisors’ client-focused value system as it aligns with her principles and allows her to more fully utilize her training and education.

Jamie’s credentials include:

  • CERTIFIED FINANCIAL PLANNERProfessional
  • Series 7 (General Securities), 63 (Blue Sky) & 65 (Registered Investment Advisor Representative)
  • Bachelor of Science in Finance

Jamie grew up in Seminole, FL.  She is a strong supporter of CASA, a Pinellas County-based organization that provides safety, empowerment, and prevention programs to help domestic violence survivors.  Jamie went through their advocacy training program which certified her to work within the shelter.  In her free time, she loves to travel, both domestically and internationally, to learn about other cultures, traditions, foods and languages.  Closer to home, she enjoys attending sporting events and relaxing at the beach.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.