Jami Merrell is a Client Relationship Manager in SEIA’s Virginia office. She works with Tom West in the practice’s Financial Planning and Investment Management services and assists with the client experience.
Jami has worked in the financial industry since 2010, including almost 13 years at Fidelity Investments, where she held roles in financial planning, assistant managing, and client relationship management.
Jami received her Bachelor of Arts degree in Psychological Brain Sciences and minor in Entrepreneurship from Johns Hopkins University in 2006. She holds her series 7, series 66, and series 9/10 licenses.
Jami lives in Northern Virginia with her husband and pup. They foster puppies from local rescues and so far, have fostered 10 and ‘foster failed’ only once so far. She also enjoys going to concerts, cooking, and spending time with her family.