With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
(443) 832 1924
Jamie Huffman is a Financial Consultant with Equitable Advisors based in the Columbia, MD Branch. Jamie spent some time in the Mortgage Industry before leaving to join an elite team of advisors at Equitable in 2013. Jamie graduated from Gettysburg College where she played Division III Volleyball all four years and attained degrees in Business and Political Science.
Areas of focus include tax mitigation, retirement and retirement income planning, college planning, using insurance to protect families and businesses as well as to assist in building wealth, asset management, as well as wealth transfer and estate planning.
My process begins with a preliminary analysis in order to develop a plan of action tailored to each and every individual/family I work with. This plan is developed taking into consideration needs, goals, personal preferences, risk tolerance, time horizon and a number of other factors. From there we will discuss the best plan of action to accomplish these needs and goals and how we can implement it. Building trust and developing long term relationships is the backbone of my practice. See “My Mission” for a more detailed description as well an extended list of some of the products and services I have to offer.
Thank you for visiting. Please give me a call or click the “Schedule an Appointment” button at the top right of the page to schedule a brief discussion about how I can help you have a more financially sound future.