VICTRIX INVESTMENT ADVISORS - Key Persons
Jami began her career as a financial advisor at Merrill Lynch in 2011 after completing her MBA at Nova Southeastern University. She has over a decade of experience working directly with clients to provide unparalleled customer service and unbiased financial advice.
Trust and transparency are the foundation for building lasting relationships. Jami works with individuals and families to fully understand their current financial picture & their goals for the future before making any recommendations. Her objective is to build and implement a customized financial plan allowing clients to feel confident they are on the path to financial success. Jami implements personalized portfolio strategies designed to manage investment risk and keep clients moving forward towards their goals. Her client base includes those just starting to build wealth, nearing retirement and those looking to preserve wealth for future generations.
With a passion for sports and fitness Jami views herself as a financial coach for her clients. She takes the time to understand the desired results, implements a plan, regularly reviews progress and helps clients stay focused on the long-term results.
She received her undergraduate degree in Business Administration from Stetson University where she was a member of Delta Delta Delta sorority. Jami holds her Series 7 & 66 licenses and earned her Certified Personal Wealth Advisor (CPWA®) designation.
Jami and her husband Reid are both locals who attended Martin County High School. They currently live in Jensen Beach with their 5-year-old son Reilly & 3-year-old daughter Addison. Jami loves running, boating and enjoying the outdoors with her family.
Jay Chapman, CFP®, is founder of Chapman Capital Advisors, as a member of the advisory team. He has over 20 years of experience in the Financial Services industry. After working for various firms throughout his career, he founded Chapman Capital Advisors so that he can have full control over how he services his clients and have the opportunity to offer unbiased investment advice and act as a true fiduciary. Jay has a wide range of knowledge that he has developed over his career through hands on experience as well as continued education. Jay works daily with his clients to develop and maintain their investment and financial planning strategy. He believes that communication with clients is the key to financial success, and he tries to educate as well as enforce a disciplined approach on a daily basis.
Jay graduated from Stetson University with a Bachelor of Arts degree in Political Science and a minor in Business Law. He has passed the Series 7, 8, 24, 52, 63, and 65 licenses as well Health, Life, and Variable Annuity Insurance licenses. Jay also is a Certified Financial Planner® and is recognized by the Certified Financial Planner Board of Standards. The CFP® certification identifies true professionals in one of the fastest growing industries.
He is local to Stuart and a graduate of Martin County High School. Jay is very involved in the community. Jay continues to help raise money for local events to help individuals in Martin County who have been subjected to personal tragedy.
Will Thompson's interest in investing started at an early age with baseball cards. He did not collect his favorite players or team but instead read the box scores in the newspaper and studied the price guide to compare the season the players were having to the price of their cards. Ever the analyst, Will then traded to the neighborhood kids their favorite players in return for undervalued cards.
As he grew out of baseball cards, he started reading books on business in the eighth grade. He majored in Finance at the University of Notre Dame, where he discovered the investment philosophy of Warren Buffett. This set his professional direction.
Will started in the investment industry with two very valuable learning experiences as a junior analyst: for Trinity Capital of Jacksonville and for Courage Capital; both funds managed concentrated portfolios with a Value bent.
After earning his M.B.A from Vanderbilt University with a concentration in Finance and Accounting, he spent four years as an analyst for Sterling Capital Management in Charlotte, North Carolina. He conducted research for the firm's concentrated Small, SMID, and Mid Cap Value products, and earned his Chartered Financial Analyst (CFA®) designation during this period.
In 2006, he began working for Jove Partners, a long/short operational activist hedge fund based in New York City, and later worked for Accenture, doing corporate finance and management consulting.
In 2012, Will founded Victrix Investment Advisors and earned his Certified Financial Planner (CFP®) designation. He develops portfolios and designs sophisticated financial planning solutions for clients.
Will now lives in Jupiter, Florida with his wife, 16-year-old son, and 9-year-old daughter. His son is already showing an interest in investing after a birthday present of a framed Disney stock certificate.