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Jamie M Lima CFP®
Allegiant Divorce Solutions
1672 Main Street, Ste. E-155 |
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I grew up in a family that always seemed to have money challenges, especially after my parents divorced when I was about eight-years old. That led me to a career in finance as I wanted to learn and understand how to better support myself and my family. I began my career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investments. I was responsible for overseeing $1 billion in assets for 450 families and businesses there. Unfortunately, in 2017, my then wife and I divorced, which was very contentious. That brought me to where I am today, where I primarily focus on working with mid-career professionals, who are trying to maximize their wealth while preparing for, going through, or recovering from divorce. If you remember nothing else about me, just know that I promised myself early on that I would do whatever was required to ensure that my clients never felt the same struggles related to money that I did, especially as they navigate the many decisions they need to make relating to divorce. |
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800.875.1760
