Wealth South | JAMIE EADS
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JAMIE EADS

Core Philosophy

My goal is always to simplify the many complicated nuances of Employee Benefit laws and regulations for our clients and to ensure that every detail is understood and managed appropriately.  Institutional Services accounts are complex and can pose unique problems for our clients. We strive to lessen these complexities and alleviate potential problems before they arise.

PROFESSIONAL EXPERIENCE

Years of experience in Institutional Services
19
Years in 401(a), 401(k), governmental plans, and other retirement plan account management
19

Locally Committed:

Children’s Montessori School of Georgetown, Past President, Past Treasurer, Board of Directors; Lexington Employee Benefits Council, Past President.

EDUCATION

Bluegrass Community and Technical College (A.A. in Criminal Justice)
2014
Center for Fiduciary Studies (Accredited Investment Fiduciary)
2005
National Institute of Pension Administrators (Accredited Pension Representative)
2003

FOR CONTACT INFORMATION