Client Associate @ Merrill Lynch Wealth Management, Bank of America Corporation (October 2015 - January 2018)
Financial Center Operations Manager @ Bank of America Corporation (May 2011 - October 2015)
Customer Service Representitive @ (October 2008 - May 2011)
Jamie Howells Skills
Brokerage Services
Business Development
Client Relationship Building
Customizable Investment Strategies
Customized Retirement Planning
Estate and Retirement Planning Services
Family Wealth Management Strategies
Finance and Investment
Finanical Advisor
Generational Wealth Transfer
Goal Based Wealth Management
Personal Retirement Strategies
Problem Solving
Relationship Management
Retirement and Education Planning
Series 66
Series 7
Jamie Howells Summary
Jamie Howells, based in Detroit, MI, US, is currently a Associate Vice President, Wealth Management at Raymond James. Jamie Howells brings experience from previous roles at Stone Manor Wealth Advisors of Raymond James, Merrill Lynch Wealth Management, Merrill Lynch Wealth Management, Bank of America Corporation and Bank of America Corporation. With a robust skill set that includes Brokerage Services, Business Development, Client Relationship Building, Customizable Investment Strategies, Customized Retirement Planning and more. Jamie Howells has 1 emails on RocketReach.
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