Broker Check
Jamie Climer

Jamie Climer

Branch Operations Manager

Jamie, formally with Davis Financial Advisors, Inc., has joined our team as Branch Operations Manager. Jamie comes to us with over 24 years’ experience in the financial services industry. Jamie’s experience working in small firms, as well as in back-office broker/dealer operations, has given her extensive knowledge in the day-to-day operations and client services areas of the financial services industry.