Coldstream Wealth Management
Jaime Johnson, MBA, has extensive experience in the financial services industry, currently serving as an Operations Department Specialist at Coldstream Wealth Management since November 2021. Prior roles include Client Services Manager at Edelman Financial Engines and Operations Specialist at KMS Financial Services, Inc. Jaime also worked as a Financial Services Representative at Bank of the West and held the position of Retirement Plan Services Professional at Raymond James Financial Inc. In earlier roles, Jaime was a Licensed Financial Services Representative at MassMutual Financial Group and a Relationship Banker at Regions Financial Corporation. Jaime holds a Bachelor of Arts in Communication and Media Studies from The University of Memphis and a Master of Business Administration from the University of Phoenix.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”