Jamie Pickard

As a Senior Financial Advisor with 11 years of experience in the financial services industry, I am dedicated to helping my clients meet their financial needs. Whether you are planning for retirement, saving for your children or grandchildren’s education, or looking to preserve your wealth, I can help. I strive to support each client in planning for a financial future in a way that aligns with his or her goals. Away from the office, I enjoy golfing, hiking, snowboarding, and wine tasting. I live in the Mill Creek Snohomish area and spend much of my free time with my daughter, Oriana. 

Your financial life should not require managing a complicated web of relationships. As a Wells Fargo Advisors client, you can benefit from the convenience of coordinating much of your financial life through a single point of contact. It is one of the advantages of working with a leading global financial institution. Beyond investing, I can also provide access to Wells Fargo banking and lending affiliates to support your broader financial needs.

Whether you are seeking tax-deferred growth for your personal investment portfolio or an attractive employee benefit plan for your business, I can help you navigate a wide range of complex choices. I assist with retirement plans including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans, Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.