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Financial Help for Emerging Millionaires with Jamie Lima

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Contenuto fornito da Christine Mccarron. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Christine Mccarron o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Are you an emerging millionaire? Would you like to be? How do you manage your money today to bring yourself closer to that millionaire lifestyle? On this week's episode of Get Your FILL, Financial Independence & Long Life Podcast, Jamie Lima, CEO and Founder of Woodson Wealth Management, points us in the direction of future wealth.

Listen to the podcast
Visit Jamie's website
Watch the video

About Jamie

Jamie Lima is the Founder and President of Woodson Wealth Management. Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses. He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them.

  continue reading

229 episodi

Artwork
iconCondividi
 
Manage episode 328543906 series 3265827
Contenuto fornito da Christine Mccarron. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Christine Mccarron o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Are you an emerging millionaire? Would you like to be? How do you manage your money today to bring yourself closer to that millionaire lifestyle? On this week's episode of Get Your FILL, Financial Independence & Long Life Podcast, Jamie Lima, CEO and Founder of Woodson Wealth Management, points us in the direction of future wealth.

Listen to the podcast
Visit Jamie's website
Watch the video

About Jamie

Jamie Lima is the Founder and President of Woodson Wealth Management. Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses. He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them.

  continue reading

229 episodi

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