877-534-3700

 

Sheila Jamison

Co-Founder, Managing Partner
Email Address: 
Office Phone: 
877-534-3700

Sheila Jamison is co-founder and managing partner of Jamison Financial Group. For more than 30 years she has been advising independent professionals, entrepreneurs, and high-power executives in a variety of industries from manufacturing to service, construction to medicine, mega corporations to “one-person-shops.”

Prior to Jamison Financial Group, Sheila served for more than 18 years as Senior Vice President of Morgan Stanley Investment Management, New York, where she managed more than 100 million in assets for her clients. She also co-founded the Morgan Stanley Women’s Business Exchange to help support Morgan Stanley women advisors throughout the country. Prior to Morgan Stanley she was Account Vice President for Paine Webber, now known as UBS.

In 2012, Sheila was awarded the Five Star Wealth Manager Award by Manhattan Magazine (click here for details). Fewer than one percent of the 88,400 wealth managers in the Manhattan area were selected.

Read more about Sheila in this profile written by the Mountain Express.

Education – BS, Management, Fairleigh Dickinson University, Magna Cum Laude; Morgan Stanley/Wharton School (University of Pennsylvania) Executive Education & Advanced Financial Analysis Programs.

Licenses – Investment Advisor Representative (Series 65), Registered Representative (Series 7), Securities Sales Supervisor/Branch Manager (Series 8), Life, Disability and Variable Annuity Insurance Licenses in a number of states, Morgan Stanley Estate Planning Program.

Committees - Present - Member of Voya Financial Advisors' Presidents' Club

Committees – Past – Chair, Investors Capital Advisory Council; Member of the Investors Capital Diamond Achievers and Pinnacle Clubs. Serves as Volunteer Member for the Curriculum Committee at the University of North Carolina at Asheville's Osher Lifelong Learning Institute. Steering Committee, Morgan Stanley Women’s Business Exchange. Member of Morgan Stanley's Presidents' and Directors' Clubs. Board of Directors, Gene Michael Scholarship Fund; Fundraising Committee, Tomorrow’s Children Fund.

Image of a woman in a white tshirt and shorts hiking

Personal Interests/Hobbies – Sheila enjoys hiking, gardening, snorkeling (video here) and photography and is very passionate about supporting rescue animals. You can view her photography on Flickr here.

Member – Carolinas’ Nature Photographers Association (click for Sheila’s photos on the CNPA’s gallery)

Sheila English Jamison is featured in the following books:

Marquis Who's Who In Finance and Business; 1989 to 2009.
Marquis Who's Who in America; 1989 to 2015.
Marquis Who's Who in the East; 1999 to 2015.
Marquis Who's Who in the South and Southwest; 2012.
Marquis Who's Who in the World; 1991 to 1997.
Marquis Who's Who of American Women; 1989 to 2011.
Marquis Who's Who of Emerging Leaders in America; 1992.

Sheila Jamison