Jamie Upton

Jamie Necole Upton, CFP®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.
The Baigas, Rabinowitz, Upton Group of Truist Investment Services, Inc.

201 W Waugh St

Dalton, GA 30720-3114

Jamie.Upton@Truist.com

Phone 706-217-3732

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About me

Background

As a Financial Advisor and Certified Financial Planner™ (CFP®) professional with more than 20 years in the industry, Jamie engages with clients to develop their comprehensive financial plan while partnering with them to implement personalized investment strategies to help address their immediate and long-term goals. She joined BB&T Wealth, now known as Truist Wealth, in 2014 and is a lifelong member of the Dalton community. 

Passionate about serving and supporting the communities she serves; Jamie is a volunteer and member of the Women's Leadership Council for the United Way of NWGA and is a Junior Achievement of NWGA volunteer. Previously, she has served as a member and club president of the Kiwanis Club of Dalton, and later as a Lt. Governor for Division 11 of the Georgia District of Kiwanis International.

Jamie earned a Bachelor of Science in organizational management from Covenant College in 2007. She completed her MBA from Bethel University in 2010. She and her husband, John, married in 1997 and have two children. When Jamie isn't working, she enjoys travel, reading, experiencing new cuisine, and spending time with family.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA
Bethel University 2010

Personal Interests

Passionate about serving and supporting the communities she serves, Jamie is a volunteer and member of the Women's Leadership Council for the United Way of NWGA and is a Junior Achievement of NWGA volunteer. Previously, she has served as a member and club president of the Kiwanis Club of Dalton, and later as a Lt. Governor for Division 11 of the Georgia District of Kiwanis International.

Jamie earned a Bachelor of Science in organizational management from Covenant College in 2007. She completed her MBA from Bethel University in 2010. She and her husband, John, married in 1997 and have two children. When Jamie isn't working, she enjoys travel, reading, experiencing new cuisine, and spending time with family.

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