Jamie Mergliano headshot

Jamie Mergliano

Senior Client Service Associate
(856) 291-9300
Marlton
Let’s Connect

Education

Degree in business management from Liberty University

Certification(s) & Designation(s)

About Jamie

Jamie Mergliano is dedicated to helping create a smooth and positive experience for every client our team serves. Drawing on a professional background in the commercial property and casualty insurance industry, as well as experience in project management and administration, she helps coordinate many of the behind-the-scenes activities that support our client relationships. Known for her responsiveness, organization, and attention to detail, Jamie helps foster the personalized service and client-focused approach that are central to our team.

A graduate of Liberty University, Jamie resides in Washington Township, New Jersey, with her family. Outside of work, she enjoys traveling, cheering on her children at their sporting events, caring for her three dogs, and deep-sea fishing with her husband, Anthony.

Jamie’s Recommended Reads

  • 4 minutes

    From Dividing Assets to Defining Your Financial Future

    The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what…

  • 8 minutes

    Special Update: Midterm Election Results and Implications for Investors

    The latest midterm election results point to a change in political party control in Washington, driven by how voters feel about the economy. Democrats have won control of both the House and Senate, reversing the Republican majorities in Congress. This sets up a divided government for the remaining two years of President Trump’s term. Many…

  • 9 minutes

    Tax Planning for Businesses at Every Stage of Growth

    Tax planning is not a one-time exercise. Decisions made when a business is formed can affect its owners for years, while expansion, profitability, and a potential sale create new opportunities and risks. An effective strategy evolves with the business, taking into account its legal structure, cash flow, owners’ objectives, and applicable federal, state, and local…