Jamie S. Botts
First Vice President - Investment Officer
Fundamental Choice Portfolio Manager
Focus
With thirty-five years of experience in financial services, Jamie is dedicated to helping her clients build, manage, preserve and transition their wealth. Managing wealth is more than just investments – it includes all aspects of asset and liability management. Jamie helps clients through all the phases of life to retirement and end of life planning. Her passion is for clients to live the best life possible and to work together to create a plan.
Background and Experience
Jamie began her financial services career with Rodman and Renshaw in Chicago, Illinois. She held a variety of roles including fixed income trading, where she gained extensive knowledge of investments.
After working in the fixed income trading area for more than 15 years, she transitioned to the role of Financial Advisor and joined her mother, Neta Jeffus, at Morgan Stanley in 2005. The team moved to Wachovia in 2006, which is now Wells Fargo Advisors. In 2018, her son, Brandon, joined the team. Neta retired in 2023 and now Jamie and Brandon are a family team that serves clients and their families and helps transition wealth and address family issues.
A native of Topeka, Jamie moved back to Kansas in 1994 and has resided in Stilwell, Kansas for the past 31 years. An active participant in the community, she was a member of the Junior League of KCMO, has held leadership positions with the League, and served as the Treasurer for a two- year period. She served on the vestry board for her church. Jamie has three grown children and two grandchild, Marlie Sue and Cooper.
Away from the office
When not working or spending time with family, Jamie enjoys running and has completed over 10 half marathons, many 5K and 10K’s, and two Tough Mudder Races. She has two Labradors who keep her very busy. Her passions are the Chiefs, KU basketball and football, the Royals, church, and family. Not in any specific order!
With thirty-five years of experience in financial services, Jamie is dedicated to helping her clients build, manage, preserve and transition their wealth. Managing wealth is more than just investments – it includes all aspects of asset and liability management. Jamie helps clients through all the phases of life to retirement and end of life planning. Her passion is for clients to live the best life possible and to work together to create a plan.
Background and Experience
Jamie began her financial services career with Rodman and Renshaw in Chicago, Illinois. She held a variety of roles including fixed income trading, where she gained extensive knowledge of investments.
After working in the fixed income trading area for more than 15 years, she transitioned to the role of Financial Advisor and joined her mother, Neta Jeffus, at Morgan Stanley in 2005. The team moved to Wachovia in 2006, which is now Wells Fargo Advisors. In 2018, her son, Brandon, joined the team. Neta retired in 2023 and now Jamie and Brandon are a family team that serves clients and their families and helps transition wealth and address family issues.
A native of Topeka, Jamie moved back to Kansas in 1994 and has resided in Stilwell, Kansas for the past 31 years. An active participant in the community, she was a member of the Junior League of KCMO, has held leadership positions with the League, and served as the Treasurer for a two- year period. She served on the vestry board for her church. Jamie has three grown children and two grandchild, Marlie Sue and Cooper.
Away from the office
When not working or spending time with family, Jamie enjoys running and has completed over 10 half marathons, many 5K and 10K’s, and two Tough Mudder Races. She has two Labradors who keep her very busy. Her passions are the Chiefs, KU basketball and football, the Royals, church, and family. Not in any specific order!