Jamie Sexton
Dedicated Independent Fiduciary Wealth Advisor, Financial Planning & Divorce Financial Advisory, Flat Fee pricing
- Role
- Director of Financial Planning, Cfp at Piedmont Wealth Advisory
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Jamie Sexton
Piedmont Wealth Advisory has been built on serving all our clients in a Fiduciary…
Experience
Director of Financial Planning, Cfp
Mar 2017 — Present · Reston, VA, US
12030 Sunrise Valley Drive, Suite 325Reston, VA
Education
University of South Carolina - Darla Moore School of Business
Bachelor of Science (B.S.)
2009 — 2013
Skills
- Microsoft Office
- Certified Financial Planner
- Investments
- Tax Efficiency
- Teamwork
- Financial Planning
- Microsoft Word
- Powerpoint
- Microsoft Excel
- Etfs
- Series 7
- Thompson One
- Time Management
- Public Speaking
- Portfolio Management
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