Are you an emerging millionaire? Would you like to be? How do you manage your money today to bring yourself closer to that millionaire lifestyle? On this week's episode of Get Your FILL, Financial Independence & Long Life Podcast, Jamie Lima, CEO and Founder of Woodson Wealth Management, points us in the direction of future wealth.
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Jamie Lima is the Founder and President of Woodson Wealth Management. Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses. He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them.