Gary Jameson brings over 35 years of wealth management experience to every client relationship. During these 35 years, he has led clients through plenty of market ups and downs, and his focus has remained on retirement planning, estate investment planning and risk management. While he manages a diverse client base, senior executives in public companies and business owners are among his strongest relationships. By developing long-term relationships with his clients and their families – and working with their other trusted professionals - Gary is part of a coordinated effort to help his clients achieve their goals. Gary has built his practice around a vision of helping affluent investors effectively pursue their financial goals through a fully implemented investment plan. His service model includes timely scheduled contacts providing the communication foundation that is vital to any professional relationship. Prior to joining Wells Fargo Advisors, Gary worked for a number of distinguished firms, including UBS, Smith Barney, Legg Mason Wood Walker, Prudential Securities, and Shearson Lehman Hutton. He holds the FINRA Series 7, 8, 9, 10, 63 and 65 securities registrations, and he is also licensed for life, accident and health insurance. Additionally, Gary holds the CFP®, CIMA®, CDFA™ professional designations* – all of which are certifications he obtained through diligent educational coursework. These certifications form the base of his investment planning strategies and investment management platforms. In 2019, Gary was recognized as a Platinum Council Advisor.   The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Gary received an MBA in Finance from Xavier University and a BBA in Marketing from Eastern Kentucky University. He is active with a number of professional associations, including the Association of Professional Investment Consultants (APICS) and the Investments and Wealth Institute (formerly IMCA). He also sits on the board of directors for several condo associations, and he is active in his church.

He lives with his wife, Leigh, in Brentwood, TN, and they have four children and three Goldendoodle dogs.

You owe it to yourself, your family and your clients to learn more about the advantages of our advisor- and client-centric culture. Contact Gary Jameson today at gary.jameson@wellsfargoadvisors.com or (615)372-1110 to schedule a confidential breakfast or lunch meeting to see if we’re a good fit for your practice. You can also learn more about Gary by visiting fa.wellsfargoadvisors.com/gary-jameson.