Jamie Calkins
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jamie Calkins, CFP®, is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2010 after working with another investment firm in the area. Jamie collaborates with individuals and businesses to develop tailored financial plans aimed at achieving their short-term and long-term goals, focusing on strategies to grow, preserve, and provide income from assets.
Jamie’s approach to wealth management is consultative and objective. He emphasizes personalized service by taking the time to understand clients’ financial situations, preferences, and goals. His services include guidance on asset allocation, retirement planning, estate planning, philanthropy, and other financial opportunities. Jamie holds a bachelor’s degree in Finance from Stetson University, with minors in Marketing and Management Information Systems. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation.
In addition to his professional work, Jamie is actively involved in community organizations in Volusia County. He has served as Past President of the Southeast Volusia Chamber of Commerce and on the New Smyrna Beach Planning and Zoning Board, and Florida Hospital New Smyrna Foundation Board. He also chairs the Southeast Volusia Holiday Boat Parade. Jamie resides in New Smyrna Beach, Florida with his wife and son and enjoys boating, fishing, pickleball, reading, surfing, and spending time with his family.
Expertise
Wealth management
Retirement income strategy
General estate planning guidance
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Work history
Bank Of America, N.a.
2011 - Present (15 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Michael M
Series 63, Series 66
Daytona Beach Shores, FL
Edward Jones
Andrew F
Series 66
Port Orange, FL
Edward Jones
Cheri L
Series 66
Port Orange, FL
Edward Jones
Timothy K
Series 66
Daytona Beach, FL
Edward Jones
Scott A
Series 63, Series 65
Port Orange, FL
Edward Jones
Bella K
Series 63, Series 65
Daytona Beach, FL
Merrill
Bella Khamitsaeva is a Financial Solutions Advisor at Merrill, specializing in providing personalized financial strategies to clients. She focuses on understanding clients' priorities and goals to develop tailored approaches for short-, mid-, and long-term financial planning. Bella serves as a resource for a range of financial needs, including investing, retirement planning, and emergency savings. Additionally, she connects clients with Bank of America specialists to access services such as banking, credit, home financing, and small business solutions. Bella is affiliated with Merrill Lynch Wealth Management and holds a Bachelor's Degree from Daytona State College. Her approach centers on uncovering what matters most to clients and their families to help create effective strategies for pursuing their financial objectives.
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