MEET YOUR ADVISOR
David Jamison is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 18 years of experience serving the needs of individuals, pension and retirement plans, and corporations.
Over the last several years, David has played a lead role in designing, developing and delivering retirement plan solutions for executives, senior managers and employees of several Fortune 500 companies such as Medtronic, AMBAC Financial Group and Union Pacific Railroad; major law firms such as Pepper Hamilton, and Morgan, Lewis & Bockius; and world-renowned universities such as Harvard, Georgetown, and the University of Pennsylvania.
David has an absolute passion for helping business owners and families build their nest egg and reach their retirement goals. David is also an expert in “Socially Responsible Investing” so in addition to using traditional methods for selecting investments, David can help investors use filtering techniques that screen investments based on social, environmental and ethical concerns. David believes that by aligning investment decisions with values, individuals can set the stage for reaching their financial goals while making a difference in their community, nation, and planet. David received a Bachelor’s Degree in Business Administration from Palm Beach Atlantic University. He also served as a non-commissioned officer in the United States Air Force from 1987 to 2000. He lives in the Philadelphia suburbs with his wife Flavia and his daughter Isabella.
Educational Summary:
B.S. in Business Administration, Palm Beach Atlantic University, West Palm Beach, Florida
CFP® licensee, Certified Financial Planner Board of Standards
CLU® Chartered Life Underwriter, The American College
U.S. Air force, Non-Commissioned Officer Certification, Nellis, AFB
FAQ
What do you believe to be your greatest strength as an advisor?
My greatest strength as an advisor is listening to the needs, desires and concerns of my clients. I take the time to understand my clients’ situation at the beginning of the process so as I design, develop and deliver the financial solutions. I have the whole picture.
How do you keep in touch with your clients?
Effective client communication is the foundation of my practice. I prefer meeting clients face-to-face on a periodic basis. This way I can build a strong relationship and make adjustments to my clients’ plans as their lives naturally change. This regular contact allows for not only current analysis but also for strategic future planning.
Why do you think a potential client would want to work with you?
I use an easy to understand plain talk approach when communicating technical financial concepts to my clients and other professionals on my clients’ team. When the time comes to implement the agreed upon solutions, I make sure that everyone involved has a clear understanding of the strategy we are using.
SPECIAL OFFERINGS
SOCIALLY RESPONSIBLE INVESTING
NEED A SPEAKER? Ask David to present "Investing with your Heart & Mind" to your organization.
CONTACT US
Ph: 610.527.1535 E-Mail: djamison@ae.cadaretgrant.com Fax:610-672-9712
1060 First Avenue, Suite 400, King of Prussia, PA 19406
Securities offered through Cadaret Grant Member FINRA/SIPC
501 Silverside Road, Suite 62, Wilmington De 19809 (302) 791-0237
“By failing to prepare, you are preparing to fail."
Benjamin Franklin
