On a mission for you
Since 2002, Jamie Monagan has been providing solutions and a high level of service to his clients in order to help them meet their goals. His specialties include:
- Wealth Accumulation Preservation and Transfer Strategies
- Traditional and Roth IRAs
- Retirement Income Planning
- Life Insurance
- Long-Term Care Insurance
In addition to servicing his clients, Jamie attends church at the Corpus Christi University Parish and sits on the finance committee. His background includes doing global outreach work in India, Guatemala, and the Dominican Republic in conjunction with St. John’s Jesuit and Fordham University.
Jamie graduated from Fordham University in 1995 with a BS in Business Management. After graduation, he taught at St. John’s Jesuit High School for four years.
Securities Registered in IL, IN, MA, MI, OH, WV, FL, GA, KY
Securities Registration Series 7 and 63
Life and Health License
Jamie and his family live in Sylvania, Ohio. He enjoys spending time with his family, boating, skiing, and fishing on Lake Erie. Rock climbing also serves as a huge passion for Jamie. He has climbed in the Red River Gorge, the New River, and the Shawangunk Ridge.