Jamie NailClient Onboarding Specialist

Jamie Nail
Client Onboarding Specialist

Client Onboarding Specialist

Jamie Nail, originally from Colorado, now resides in Sarasota County, Florida, as the Onboarding Specialist at Aksala Wealth. With a bachelor's degree from Metropolitan State College of Denver, Jamie has built a commendable career in financial services, dedicating her expertise to complex family office settings with some of the largest wealth management firms in the industry. At Aksala Wealth, she works more closely clients alongside your financial advisor to ensure seamless client onboarding and ongoing service embodying the face of client relationships at the firm.
Her deep understanding of financial planning inputs, Retirement Accounts and tax efficient client distribution needs makes her an invaluable asset to those she serves.
Jamie enjoys boating, gardening, and exploring Sarasota’s diverse food scene with her husband, Tony, who runs a local landscaping business, and her three children.
Jamie is a pleasure to be around and will make your experience with Aksala Wealth a delight!