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Our financial advice team


Jamie Sutherland

Jamie Sutherland

Private Wealth Advisor

Managing Director
Vivid Financial Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 33 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving
  • Intergenerational Planning

Interests

I am an avid tennis player and gardener. I am a member of Second City Tennis and have played in the league for over ten years. Sam and I have a full vegetable garden on our rooftop. I do try to golf also and enjoy it but I am a hack. If you want to look good, take me to play golf!. Sam and I also travel extensively and love to experience other cultures-- especially FOOD!

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2020

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Toledo - Bachelor Degree

Professional associations

  • University of Toledo Alumni Association

Previous experience

  • Wells Fargo, 2005-2016
  • Morgan Stanley, 2000-2005
Newsletter

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Community participation

I was an active member of Rotary One (The founding Rotary Club) from 2003 through 2008 and a Paul Harris Fellow in 2005 and 2006. I also participated in an international group study exchange with South Korea in 2005 and 2006. Once I stop working, I will probably finish a nursing degree and volunteer for The WHO.