Jamie Swasey, CPFA®
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.
