About Jamie C. Bailey
Jamie C. Bailey is a First Vice President and Senior Risk Officer in the Western New York Market. She has over 25 years of experience in the financial services industry and has firmly established a solid reputation for her ardent support of Financial Advisors in helping them achieve their risk management objectives.
A Rochester native, Jamie began her career while studying at St. John Fisher College, where she graduated Summa Cum Laude with a degree in Management and Finance. She interned as a Client Service Associate for a highly successful Financial Advisor at Prudential Securities, who eventually hired her full time.
From there, Jamie worked in the same capacity for a Financial Advisor at Smith Barney who specialized in institutional sales and stock plan services, giving her a deeper understanding of the industry. After 10 years as a Client Service Associate, Jamie took stock of her future and decided that she would like to move up the proverbial corporate ladder.
In 2005, she joined Morgan Stanley as the Area Administrative Manager and began working as the Sr. Risk Officer for John Powers in 2006, Manager of the Western New York Complex. She hasn’t left since. In fact, she has been in her current role long enough to face successfully just about any situation a risk officer is likely to encounter, gaining the respect of her contemporaries.
Today, Jamie runs all of the risk and compliance for the Complex’s seven branches. She holds Series 9 and 10 licenses and sits on the Firm’s Complex Risk Officer Council. “When I was a Client Service Associate all those years ago, I always knew there was something more for me to accomplish,” she says. “I’m grateful that I was able to find out where I could be of most benefit to others.”
When Jamie isn’t working, she is comfortable at home with her husband and step son in Victor. She is and has always been an avid skier. “I’ve been doing it since I was two,” she says proudly. She also loves reading and horseback riding.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures