Jaimee Carnes
Financial Advisor at Elderado Financial | Montrose, Colorado, United States
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Jaimee Carnes, CFP®, currently serves as a dedicated Financial Advisor at Elderado Financial, where she leverages her extensive background in finance and investments to provide personalized, strategic guidance to her clients. In her role, Jaimee specializes in developing comprehensive financial plans that align with her clients’ unique goals, whether they are preparing for retirement, funding education, or optimizing investment portfolios. Her expertise extends across a broad spectrum of financial services, including asset allocation, risk management, estate planning, and tax-efficient investing, all delivered through a fiduciary standard that prioritizes her clients’ best interests.
At Elderado Financial, Jaimee is actively involved in key projects aimed at enhancing client engagement and financial literacy. She frequently conducts educational seminars and workshops, utilizing her public speaking skills to demystify complex financial concepts and empower clients to make informed decisions. Her proficiency in social networking and social media allows her to stay connected with a diverse client base and share valuable insights on market trends and investment strategies. Additionally, Jaimee’s research skills enable her to stay ahead of industry developments, ensuring her advice remains current and relevant.
Her passion for education and client success is evident in her approach to customer engagement and her commitment to transparent communication. By combining her background in business management, marketing, and language studies with her financial expertise, Jaimee brings a well-rounded perspective to her advisory role. Whether through personalized financial planning, strategic investment management, or community outreach, Jaimee Carnes is dedicated to helping her clients achieve their financial aspirations with confidence and clarity.
Financial Advisor at Elderado Financial in January 2020 to Present
Personal Investor Team Leader at Vanguard in May 2018 to December 2019
Employee Experience Program Project Administrator at Vanguard in January 2018 to May 2018
Information Center Communications Administrator at Vanguard in January 2017 to December 2017
Business Unit Trainer and High Net Worth Processing Associate at Vanguard in June 2013 to December 2016
Contractor Support Supervisor at Vanguard in December 2015 to June 2016
Learning and Development Training Delivery Coordinator at Vanguard in August 2015 to November 2015
Banking Intern at Alpine Bank in May 2012 to August 2012
Biz Block at W.A. Franke College of Business Northern Arizona University in January 2012 to May 2012
Server Assistant/Hostess at The Stone House in November 2008 to July 2011
Plant Nursery Staff at San Juan Gardens in May 2007 to July 2011
Business Learning Community Mentor at Northern Arizona University in August 2010 to May 2011
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Northern Arizona University, Bachelor of Science in Business Administration, June 2026
University of Newcastle, Management, June 2026
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Leadership
Customer Service
Public Speaking
Event Planning
Social Networking
Customer Engagement
Finance
Social Media
Event Management
Research
Investments
Business
Customer Satisfaction
Newsletters
Education
Higher Education
Banking
Blogging
Data Entry
Microsoft Office
PowerPoint
Microsoft Word
Facebook
Microsoft Excel
Outlook
Teamwork
Networking
International Business Education
Tenacious
Microsoft PowerPoint
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Discover more about Elderado FinancialWhat is Jaimee Carnes Cfp(r) email address?
Email Jaimee Carnes Cfp(r) at [email protected], [email protected] and [email protected]. This email is the most updated Jaimee Carnes Cfp(r)'s email found in 2026.
What is Jaimee Carnes Cfp(r) phone number?
Jaimee Carnes Cfp(r) phone number is (970) 275-6252.
How to contact Jaimee Carnes Cfp(r)?
To contact Jaimee Carnes Cfp(r) send an email to [email protected], [email protected] or [email protected]. If you want to call Jaimee Carnes Cfp(r) try calling on (970) 275-6252. (updated on May 02, 2025)
What company does Jaimee Carnes work for?
Jaimee Carnes works for Elderado Financial
What is Jaimee Carnes's role at Elderado Financial?
Jaimee Carnes is Financial Advisor
What industry does Jaimee Carnes work in?
Jaimee Carnes works in the Financial Services industry.
Jaimee Carnes Email Addresses
Jaimee Carnes Phone Numbers
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