Client Relationship Manager
Jami joined the AWM team in 2021 as Client Relationship Manager. She is responsible for scheduling, billing, working with clients to create Family Estate Organizers, and acts as support staff to our financial advisors. She is a licensed Florida insurance agent, currently building a Medicare division for the firm.
Prior to serving at AWM, Jami’s early years were focused in performing arts as a classical dancer, concert production through her family business, and eventually nonprofit management for the Police Athletic League of Manatee County. She has a passion for costumes and worked as a seamstress for Asolo Repertory Theater, Florida Studio Theater and, ultimately, the Sarasota Opera Costume Studio where she spent the last 17 years.
Email: jamismith@awmfl.com
Phone: 941.451.8512
1990 Main Street,Suite 750 Sarasota, FL 34236
service@awmfl.com 888-778-5044
At Advanced Wealth Management, we go beyond traditional financial services to offer you a comprehensive and tailored approach to managing your investable assets. We understand that your financial well-being is a top priority, and we’re here to provide you with the best-in-class investment management.Our commitment to your financial success includes ongoing discretionary management of your investable assets. We’ve partnered with Charles Schwab to ensure that your assets are held securely and professionally. Our investment strategy is built on simplicity, cost-effectiveness, and alignment with your unique financial goals.Advanced Wealth Management, LLC (“AWM”) is a Florida Registered Investment Adviser located in Sarasota, Florida. Investment advisory services offered on a negotiated flat fee amount annually or fee basis through AWM. AWM has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Member SIPC. AWM and Schwab are not affiliated. These materials have been independently produced by Advanced Wealth Management, LLC (“AWM”). AWM is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”), Schwab is a registered broker-dealer and member SIPC.
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