Jamie Waldren, CFP®
Managing Director - Investments
Phone: 410.715.5026
Email: jamie.waldren@wfadvisors.com
Practice Concentration:
Affluent Individuals & families
Founding entrepreneurs
Private companies
Corporate Executives.
Services:
Business succession / transaction planning
Retirement Plans
Wealth Management - Investment Consulting
Advance Planning such as Estate & Trust, and Insurance Planning
Relationship Management
Capabilities:
Qualified Retirement Plans and ESOPs (Section 1042 Election)
Experience:
• Past membership director of The Association of Corporate Growth of Maryland
• 2012-2020 Chair of the investment committee of the Mid – Atlantic United Methodist Foundation
• Past member of planning committee of the Professional service Council
• Member Missouri Western Football Hall of Fame
• Member Exit Planning Exchange
• Member Association of Corporate Growth
• Member National Center of Employee Ownership NCEO
• Member the National Association of ESOP
Credentials and Education:
• BS Business Management Missouri Western, 1978
• CERTIFIED FINANCIAL PLANNER™ College of Financial Planning
• FINRA Registered representative (Series 7,8,63,65 and 31)
• Maryland Insurance License
Wells Fargo Advisors does not give tax or legal advice. You should consult with your attorney, accountant and/or estate planner before taking any action. 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.