Tuesday, May 26, 2015

Local financial advisors lead grassroots effort on Capitol Hill

Sheila Jamison (Managing Director) and Rich Jamison (Market Analysis Director), of Jamison Financial Group, recently helped lead a grassroots effort on Capitol Hill with the goal of preserving Americans’ access to affordable, objective financial advice and protecting investors. Sheila & Rich met with members of Congress and their staffs as part of the Financial Services Institute (FSI) team on May 15, 2015.

“Speaking directly to a member of Congress and letting them know what hard-working Americans are going through every day is invaluable,” said Sheila Jamison.“This was an incredible opportunity for us to educate them on what Americans need in terms of financial advice now and in the future and how what legislators and regulators are doing affects their lives,” said Rich Jamison.

As part of the FSI grassroots team, Sheila and Rich spoke to the members of Congress about these critical issues: the Department of Labor’s proposed fiduciary standard, the importance of preserving tax incentives that encourage retirement saving and preserving the independent contractor status of independent financial advisors.

The independent financial advisor members of FSI serve more than 15 million American households. Members of Congress with whom FSI members met serve on House and Senate committees important to the investment community including the Senate Banking Committee, Senate Health, Education, Labor, and Pensions Committee, House Financial Services Committee and House Education and Workforce Committee.

“We are very pleased to have Sheila & Rich Jamison as engaged members working on behalf of their clients,” said FSI President & CEO Dale Brown. “Conscientious members like Sheila and Rich help bring real-life experience to our advocacy efforts. We plan to work closely with Sheila and Rich as we advocate for independent financial advisors and the hard-working clients they serve.”Jamison Financial Group offers full service financial planning and asset management. Sheila & Rich have been independent advisors for 10 years and they offer securities through Investors Capital Corporation Member FINRA/SIPC.

More information on Jamison Financial Group can be found at www.jamisonfinancialgroup.com .


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