Jamie Berger
Financial Advisor Owner, Berger Wealth Management, Llc - Stifel Independent Advisors @Stifel Financial Corp.
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WORK HISTORY
Financial Advisor Owner, Berger Wealth Management, Llc - Stifel Independent Advisors @Stifel Financial Corp.
Naples, FL, US
Conducts financial needs analysis and recommends appropriate products to address client needs.Educates and provides clients with products such as mutual funds, stocks, life insurance, bonds, and 529 plans.
EDUCATION
Florida Gulf Coast University
Bachelor of Science (B.S.), Finance
Florida Gulf Coast University
Master of Business Administration (MBA), Management
ABOUT JAMIE BERGER
I work with clients to identify their financial needs and then focus on strategies that may help make their goals a reality. My goal is to make individuals feel confident about the financial decisions they are making. Specialties: Risk management strategies, including concentrated wealth management and analysis; various investment planning measures to accommodate generational wealth transfer, Securities, Investment Planning, Mutual Funds, Wealth Management Strategies, Equities, Retirement Income Planning, Asset Management Strategies, Asset Allocation, Investment Strategies, IRAs, Investment Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Securities are offered through Stifel Independent Advisors LLC, Member SIPC & FINRA, a subsidiary of Stifel Financial Corp. Home Office: 501 North Broadway, One Financial Plaza, St. Louis, Missouri 63••••••••51. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:
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