
Certifications
CFP®, CRPS®
Client specialties
- Financial Planning
- Personal wealth management
- Portfolio Construction & Management
- Retirement plan consulting
- Risk Management
Jamie Wilson , CFP®, CRPS®
Private Client Relationship ManagerBio
Jamie is a detailed, thorough, and empathetic financial professional who joined Procyon in 2025 as a Relationship Manager. He fosters relationships with clients so that he may deeply understand their unique set of life circumstances. Jamie worked as a writing tutor in college, and he applies the educational principles he learned there to financial advice, by tailoring advice to each client and ensuring they understand the rationale behind it.
Jamie began his career in financial services in 2016, and over his career he has worked at both large and small financial firms. Jamie holds his Certified Financial Planner designation, which has equipped him with a wide range of financial planning knowledge and experience. He strives to be the first stop for clients when they have any financial questions, and prides himself on helping them find the right answers.
Jamie earned a degree in Political Science from Providence College. He grew up in Vermont, and he currently resides in Southold, NY. When he isn’t in the office, Jamie is enjoying fatherhood, having welcomed his first child in 2024. In his other free time, Jamie enjoys reading, biking, and supporting everything Friars related.