#58 - Jamie Lima: Morgan Stanley, Fidelity, Managing $1 Billion, and Strategic Wealth Planning

Jamie Lima grew up in a family that always seemed to have money challenges, which led him to a career in finance as he wanted to learn and understand how to better support himself and his family; he began his career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investments, where he was responsible for overseeing $1 billion in assets for 450 families and businesses, and today, primarily focuses on mid-career professionals, working to maximize their wealth, so they can do what they love with zero financial stress Episode Links: Jamie's LinkedIn - https://www.linkedin.com/in/jamielima/ Jamie's Instagram - https://www.instagram.com/jamiemlima/ Jamie's Facebook - https://www.facebook.com/Woodsonwm Jamie's X - https://twitter.com/JamieMLima Jamie's TikTok - https://www.tiktok.com/@jamiemlima Woodson Wealth Management Website - https://woodsonwm.com/ Allegiant Divorce Solutions Website - https://allegiantds.com/