Gary S. Jameson, CFP, CIMA, CDFA

PIM Portfolio Manager, Senior Vice President - Investment Officer

My Process

My four-step process is flexible and continues to be applied throughout every stage of our relationship.

Agree & Implement

  • Getting started
    • Implementation
    • Meetings
    • Plan execution
    • Patience
    • Discipline

Review

  • Review meetings
    • Progress towards goals
    • Tactical shifts
  • Informal discussions
    • Change in circumstances

Understand

  • Listening, people-centric, behavioral
  • Goals and objectives
  • Experiences
  • Financial information

Propose

  • Process, not product
  • Confirm our understanding
  • Planning
  • Strategies, recommendations, rationale
  • Personalized and flexible

Once the process reaches the fourth step, we return to the first step and continue the cycle. This helps ensure progress toward each individual client's goals and objectives.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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