Jamie E. Tomlin, President

Jamie works with clients to develop a holistic investment plan geared toward helping them reach their short- and long-term financial goals.  Her mission is to help clients navigate these planning decisions and take control of their financial future so that they can live the life that they envision for themselves and future generations.
Background and experience
Bringing all the pieces of your financial life together can be a challenging task. For more than two decades, Jamie has helped individuals and families address their financial concerns and develop personalized investment strategies.  As a CFP® professional Jamie possesses the practical experience and investment planning knowledge to address those complexities. With extensive experience throughout major shifts in the market, Jamie has dedicated her career to delivering the personalized investment planning services her clients are seeking. 
Jamie began her career as a Financial Advisor in 1996 with AG Edwards & Sons, where she developed her fundamental investment knowledge.
In 1998, Jamie earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.  
In 2008, Jamie and her colleague formed their independent practice, BT Retirement & Wealth Management Planning Group and moved their financial practice to its current location in St Petersburg, Florida. 
Jamie holds FINRA Series registrations S24, S7, 63 & 65 and state life and health licenses.
Away from the office
Married for 28 years, Jamie enjoys spending free time with her husband Mike and entertaining family and friends around their pool.  Jamie is committed to helping in the community and currently is an elected member on various City advisory boards. She is a  two term past president of Exchange Club of St Petersburg and works to increase recognition and raise funds for various child and animal charities that she supports.  She enjoys traveling, and caring for the many animals on her small hobby farm.
Jamie E. Tomlin

Jamie E. Tomlin