JAMIE EADS
966
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Wealth Management Lexington Kentucky

PROFESSIONAL EXPERIENCE

Years of experience in Institutional Services
$19
Years in 401(a), 401(k), governmental plans, and other retirement plan account management
$21

Locally Committed:

Children’s Montessori School of Georgetown, Past President, Past Treasurer, Board of Directors; Lexington Employee Benefits Council, Past President; The Recording Academy, District Advocate and Voting Member; Percussive Arts Society, Voting Member; Americana Music Association, Voting Member; Bluegrass Youth Ballet, Production Management Volunteer.

 

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

JAMIE EADS

Contact Info

Vice President, Institutional Specialist
859-523-8650
jamie.eads@wealthsouth.com

Primary Responsibilities:

  • Consults with clients on institutional services plan design and construction.
  • With WealthSouth’s Chief Investment Officer, meets with clients to explain philosophy, process, fund selection and strategic details.
  • Execution and ongoing management of employee benefit plans and non-profit investment management accounts.

  • Ensures compliance with ERISA, IRS, and DOL regulations for all clients’ plans and assists clients’ management of day-to-day plan administrative responsibilities.

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.

FOR CONTACT INFORMATION

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