Meet Jamie
Jamie is a Sr. Wealth Advisor at Mercer Advisors. She was previously a principal at Wealth Design Services, which joined Mercer Advisors in 2017. Prior, she worked at CPA firm Davie Kaplan. Out of college, Jamie began her career at Farm Credit of WNY in 1999, which led her to becoming a CPA, and eventually a financial planner in 2008. Jamie earned a B.S. from Cornell University and an MBA in accounting from the University of Rochester, Simon School of Business.
Jamie enjoys being able to solve problems for her clients and create tailored financial plans. She is committed to helping clients obtain Economic Freedom™ whether that involves passing on a legacy to their children or charities, retiring early, or using their last dollar to pay for their funeral.
Jamie’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jamie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping dentists balance personal wealth goals with the demands of running a practice
- Advising physicians with insurance, debt, and investment strategies
Her working style
Jamie is a hard-working individual who will help you through life’s challenges and successes. She has a no nonsense approach — politely telling you what you need to know, not only what you want to hear. She is respectful of the differences we all have, regardless of beliefs and culture.
Jamie in real life
What keeps you busy outside of work?
My family is the most important thing in this world. I also like to travel and experience other cultures and food and SCUBA dive.
Any words you try to live by?
I live by the words of Albert Einstein, “Strive not to be a success, but rather to be of value.”
Favorite thing about where you live?
While many people would say it’s crazy to live in Rochester, New York, we do have four seasons, beautiful lakes and parks, and the Buffalo Bills!
Jamie’s snapshots
AdvisorHub’s Women Advisors to Watch were ranked in three main categories 1. Scope: measured by assets under management, revenue/production and the level of service. 2. Growth: the year over change in assets, households and production/revenue. 3. Professionalism: includes regulatory record, community service and team diversity.
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Jamie’s Teammates
Bernie Salamone
Sr. Wealth Advisor
What Jamie Says
Bernie is a team player who is also a New York State licensed attorney. He helps answer my clients’ estate planning questions along with our in-house team of estate attorneys.
Nick Jensen
Wealth Advisor
What Jamie Says
Nick is a wealth of knowledge in the tree and timber industry. He is also a fellow CPA who has helped clients with land donations to charitable organizations.
Janice Donovan
Sr. Client Service Specialist
What Jamie Says
Janice is the smiling face on the other end of the phone when helping clients. She gets things done and helps keep the office in compliance. While Bernie Salamone is her primary advisor, she is happy to help all clients.
Kris Prince
Manager, Client Service
What Jamie Says
Kris heads up our Wealth Path client service specialists. She supports Nick Jensen as well as other advisors. She has a wealth of experience in the banking industry which can be of value for clients.
Articles by Jamie
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