Crystal Jamieson

Registered Client Service Associate

Phone: 1-949-234-2358
Fax: 1-949-234-0326
E-mail:
 

Crystal began her career in the financial services industry in 2005 with Morgan Stanley and eventually moved to Wells Fargo Advisors.  She joined the Abraham, May, Merryfield Wealth Advisory Group of Stifel in 2017.  Her primary responsibilities are in areas of client services, account maintenance, account resolution, and client communications.   With her warm personality, attention to detail, and extensive experience in the financial services industry, our clients can be rest assured they will always have someone ready to assist them with any issues or needs they may have.  Our team places great emphasis in providing exceptional service to all of our clients and Crystal has become an invaluable part of our team to ensure our clients receive the best service second to none.  

Crystal stays busy in her spare time assisting her family's outdoor tradeshow business and her husband's screenprinting business.  When she's not busy with her family's business, she and her husband enjoy their time together watching their kids' various sporting activities.  Crystal and her husband have 2 boys and are residents of City of Orange.