.. Bio : Bergen Wealth Management, LLC | Jamie Bergen | Financial Advisor | Stifel | Naples, Florida


Jamie Bergen has been a Financial Advisor since 2008.  She holds a Series 7 license, a Series 66 license, and a Life, Health, and Variable annuity insurance license.  Bergen Wealth Management serves clients in Florida, Tennessee, Arizona, California, and Indiana.  It is the independent branch of Stifel which was founded in St. Louis, Missouri in 1890.

In 1997, Jamie moved from New York to Marco Island with her family.  She is a graduate of Lely High School.  Jamie attended the University of South Florida from 2002 through 2004.  In 2006 she received her bachelor’s degree from Florida Gulf Coast University where she majored in Finance and minored in Economics.  Jamie earned a Master’s of Business Administration degree with an emphasis in Management from Florida Gulf Coast University in 2011.

Along with continuing her education and operating as a full time Financial Advisor with Bergen Wealth Management, Jamie is also extremely active in the local community.  Jamie is the Secretary of the Neapolitan Chapter of the American Business Women’s Association. She was awarded Woman of the Year by ABWA in 2014.  She is a graduate of Leadership Marco, Class of 2009.  She is a member of the Marco Island Chamber of Commerce and the Greater Naples Chamber of Commerce.  Jamie is also a founding member of the Naples chapter of Business Networking International, where she sits as Secretary Treasurer.  Jamie is the past Chair of the Marco Island Relay for Life Event.  Jamie is a graduate of Growing Associates in Naples (GAIN), Class of 2015. Jamie was previously a Board Member for the Marco Island Charter Middle School for 3 years. 

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Check the background of this financial professional on FINRA's BrokerCheck