Jamie Sexton

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

  1. Director of Financial Planning, Cfp

    Piedmont Wealth Advisory

    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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Jamie Sexton — Director of Financial Planning, Cfp at Piedmont Wealth Advisory in Washington, DC, US | Unifers