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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jamie Berger, MBA

Financial Advisor | Owner

(239) 572-3720

Jamie@BergerWealthManagement.com

Jamie has been a Financial Advisor since 2007.In 1997, Jamie moved from New York to Marco Island with her family. She is a graduate of Lely High School and attended the University of South Florida from 2002 through 2004. She earned a B...
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