Skip to main content

  • Home
  • About Us
    • Our Culture
    • Our Team
    • Our Process
  • Services
    • Wealth Management Services
    • Our Strategic Partners
    • Wealth Management Organizer
  • News & Updates
  • Contact

Planning Made Personal

Investments - Insurance - Retirement

    You are here

  1. Home
  2. Jamie Swasey, CPFA®

Jamie Swasey, CPFA®

Photo of team member
Jamie Swasey, CPFA®
Director of Retirement Plan Services
Phone: 
978-443-6500 ext. 102
E-mail: 
jamie@spencerfinancial.com

Jamie Swasey began her career in financial services during her sophomore year at the University of New Hampshire.  During breaks from college, she interned at a financial planning firm in Quincy, MA. After college, she was hired there as an executive assistant to an advisor that specialized in 401(k) plans.  In her role, she worked with plan trustees, as well as plan participants to help provide personalized service plans. 

Jamie’s passion for the retirement plan industry grew after accepting a role with Putnam Investments. She traveled the country conducting 401(k) education meetings.  She was promoted to Senior Plan Services Account Manager, caring for clients with plans ranging from $5M to $1B in assets.  It was her 15 years of industry experience in retirement plan consulting and design that caused Sam Baldwin to recruit her to the Spencer Financial Team.

Jamie has earned the Series 7, 63 and 66 licenses.  She recently acquired the Certified Plan Fiduciary Advisor (CPFA®) designation through NAPA. 

Jamie lives in New Hampshire with her husband, daughter, and two stepsons.  She loves the outdoors, hiking and spending time with her family.

Find out more about us

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 978-443-6500
Fax: 978-443-6550
Toll Free: 888-443-1776

327A Boston Post Road, Sudbury, Massachusetts 01776

     

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Royal Alliance Form CRS

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/ SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, IL, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

© 2023 Spencer Financial, LLC. All rights reserved.

Website Design For Financial Services Professionals