Jamie Stallings

About Jamie Stallings

As a Morgan Stanley financial advisor, I enjoy the opportunity to work with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it\'s planning for retirement, saving for college for children or grandchildren or just trying to preserve the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance professionals and Agents to execute needed actions.

Experience

1. Financial Advisor

   Morgan Stanley

   Jun 2019 — Present · Williamsburg, VA, US

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Education

• Ashford University

  Bachelor of Arts (B.A.), Organizational Management

  2010 — 2013

Skills

• Insurance
• Long-Term Care
• Wealth Protection Strategies
• Investment Banking
• Portfolio and Retirement
• Asset Allocation Strategies
• Asset Strategies
• Individual Retirement Accounts
• Estate Considerations
• Estate and Legacy Strategies
• Wealth Preservation Strategies
• Wealth Transfer
• Portfolio Review
• Business Retirement Plans
• Estate and Trust Services
• Wealth Management
• Financial Assessment
• Education Savings
• Asset Allocation
• Mutual Funds
• Strategic Planning
• Financial Calculators
• Annuities
• Retirement Account Consolidation
• Investor Education Programs
• Fixed-Income Investments
• Portfolio Strategies
• Exchange-Traded Funds
• Systematic Investing
• Asset Protection Strategies
• Financial Analysis
• Financial Strategies
• Equity Investments