Investment Advisor Representative
A graduate of The Citadel, South Carolina’s premier military college focused on academic and leadership excellence, Jaime earned his Bachelor of Arts in mathematics with an emphasis on business administration. He entered the financial services industry because of a deep curiosity and passion for all things investing. After working as a financial advisor at Wells Fargo for over a decade, he served a short stint at the Union Bank of Switzerland (USB) before heading over to Charles Schwab, spending another five years there. In 2021, he joined the independent investing firm Alloy Wealth where he is now free to choose from among a wider selection of investment products and services to help people better prepare for retirement. He continues his passion to serve the residents of North Carolina, helping them not only achieve their goals but exceed them, always putting their needs and objectives first.
When not working to understand his clients and their situations, Jaime can be found with his three sons. As a single parent and father, he enjoys their family evenings together, especially when they are out camping or roller skating.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.
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