Jamie is a seasoned advisor with three decades of industry experience. His career in finance began on the New York Stock Exchange trading floor in 1984 which provided him with a deep understanding of the intricacies of financial markets. He began his career as an advisor after joining PaineWebber in 1989 before later moving to RBC Wealth Management in 2005.

Jamie went on to become a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® designation which have allowed him to build a reputation for delivering exceptional financial guidance to his clients.

Jamie's primary focus lies in creating wealth plans that enable his clients to identify their goals, foster asset growth, mitigate risks, plan for retirement, and establish lasting legacies. His expertise extends to serving a diverse range of clients, including individual investors, families, trusts, and businesses. By employing a blend of traditional and alternative investments, Jamie constructs well-diversified portfolios tailored to his clients' specific objectives.

Beyond his role as a financial advisor, Jamie cherishes his personal pursuits. He finds joy in spending quality time with his wife and two daughters in his hometown of Sea Cliff. He is an avid kite surfer, having traveled all over the globe to find the best locations. He also imparts his knowledge and promotes wellness as an active yoga instructor at his studio in Roslyn.

With Jamie Weil's extensive experience, industry accolades, and unwavering dedication to his clients' financial success, he stands as a trusted advisor for those seeking customized wealth management solutions. His commitment to personalized wealth planning ensures that each client receives tailored strategies and meticulous attention to their unique financial aspirations.