Jamie Solis
Director of Client Engagement, Associate Financial Consultant
Jamie Solis, a native Corpus Christi resident and daughter to an educator, was raised to appreciate the value of education. She supports the Private Wealth Group and its clients by bridging the gap between strategy and execution - serving across operational and administrative roles.
Licenses
- Series 7
- Series 66
- Texas Life & Health Insurance
Education
- BA in Finance, Texas A&M University of Corpus Christi
Areas of Focus
- Client Experience & Communications
- Technology Support
- Advisory/Brokerage Trade Executions
- COI and Wholesaler Relations
Professional Affiliations
- Membership Committee, Coastal Bend Society of Human Resources (2025)
- Secretary, Young Professionals of the Coastal Bend (2025)
- Community Service Chair, Young Professionals of the Coastal Bend (2026)
Personal
- On weekends, Jamie often travels to the Rio Grande Valley to visit her family. On the drive she enjoys listening to music and podcasts.