IN THE NEWS
The following article was first published on Benzinga.com
Oxford Harriman Adds Jaime Zarlenga-Siegler as a Partner & Managing Director in their Chagrin Falls, Ohio Office
Zarlenga-Siegler moves her Practice from UBS Financial Services
Cleveland, OH – September 13, 2023
Oxford Harriman & Company is pleased to announce that Jaime Zarlenga-Siegler has joined the firm as a Managing Director & Partner in the Chagrin Falls office. Jaime is a seasoned financial services professional with over 20 years of experience serving clients. Prior to joining Oxford Harriman & Company, Jaime was a Vice President and Senior Wealth Strategy Specialist with UBS in Pepper Pike, OH.
Jaime works with individuals, high-net-worth families, and institutions to develop and implement a strategic plan that serves as a roadmap for their financial and investment decisions. She brings a holistic approach to wealth and risk management while providing a high standard of service and care to her clients.
“We are thrilled to have Jaime join our team at Oxford Harriman & Company,” said Dennis Barba, CEO of Oxford Harriman. “Jaime is an exceptional person, and exceptional advisor, and a great addition to our team.”
Jaime graduated with her undergraduate degree in Finance with honors from the Fisher College of Business at The Ohio State University and holds the Series 7, 63, and 65 registrations.
In 2011, Jaime earned her CERTIFIED FINANCIAL PLANNER™ certification, which identifies those individuals who have met the rigorous experience and ethical requirements of the CFP® Board of Standards. She also successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning, risk management, employee benefits planning, and retirement and estate planning strategies. CFP® practitioners are held to a higher fiduciary standard and agree to meet ongoing continuing education requirements.
“I am thrilled to be a part of the team at Oxford Harriman, “said Jaime. “I am surrounded by a wealth of knowledge in the people who work here and can deliver a better experience for my clients. I couldn’t be happier to be a part of this outstanding team!”
About Oxford Harriman and Company:
Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the firm provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy, and discipline. Oxford Harriman & Company is part of the Wells Fargo Advisors Financial Network, with offices in Cleveland OH, Chagrin Falls OH, Detroit MI, Midtown Manhattan NY, Newark NJ, Newport New VA, Astoria NY, Albany NY, Mentor OH, and Sarasota FL.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Oxford Harriman & Company is a separate entity from WFAFN. CAR-0623-04027