Jaime Vazquez is a Client Service Associate at WellSpring Financial, bringing over 25 years of financial services experience. She began her career at Vanguard in 2000, where she held various roles for nearly a decade, followed by a tenure as Relationship Manager at Broad Street Financial, LLC.
Jaime specializes in building strong client relationships with high-net-worth individuals, business owners, corporations, and non-profits. Ethical and entrepreneurial, she is passionate about assisting the financial advisors so they can continue helping clients pursue their goals.
She has expertise in the documentation of Qualified and Non-Qualified Retirement Plans, IRAs, Brokerage Accounts, Managed Portfolios, Annuities, Life Insurance, and Disability Income Insurance. She studied Business Administration at Arcadia and Strayer Universities.
Based in Philadelphia, PA, she enjoys traveling, reading, exploring new cuisines and wines, and spending time in nature with loved ones.