Jamar Gopie
Sunrise,FL
Summary
Wealth Planning Associate with 10+ years of experience advising high-net-worth athletes, entrepreneurs, and family office clients. Skilled in coordinating across investment, tax, and legal teams to deliver integrated financial planning strategies. Currently deepening technical expertise in portfolio analysis, tax-aware planning, and long-term wealth structuring.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Wealth Planning Associate
Ballentine Partners
Palm Beach Gardens, USA
01.2023 - Current
- Managed relationships with high-net-worth clients, advising on complex financial strategies.
- Analyzed client financial data and developed actionable recommendations to meet long-term goals.
- Coordinated investment, tax, and legal teams to deliver integrated wealth planning solutions.
- Supported strategic initiatives with internal specialists and external partners.
Wealth Advisor
VIM Wealth Management
Miami, USA
01.2022 - 01.2023
- Advised professional athletes and entrepreneurs on tailored investment strategies and financial planning.
- Built long-term client relationships through proactive communication and personalized advice.
- Expanded client base by establishing partnerships with agents and key industry stakeholders.
Client Relationship Manager
Coastal Wealth
Miami, USA
01.2018 - 01.2022
- Directed comprehensive wealth management strategies for high-net-worth clients, collaborating with tax, legal, and advisory teams.
- Streamlined CRM processes using Salesforce and Advisor360, improving client service delivery.
- Enhanced client engagement with personalized outreach, resulting in increased client satisfaction.
Digital & Consumer Experience
Nike
Miami, USA
01.2012 - 01.2017
- Delivered best in class customer experiences, achieving district leading 96 Net Promoter Score, reflecting high customer satisfaction and loyalty.
- Collaborated with internal and external stakeholders to execute large scale experiential events, strengthening community relationships and brand loyalty.
- Directed athlete-driven brand activations and regional consumer engagement initiatives, enhancing brand visibility and consumer interaction.
Education
Bachelor of Arts - Public Administration
Florida International University
Miami05-2013
Skills
- Cross-functional Collaboration
- Financial Modeling
- Wealth Planning
- Salesforce CRM
- Tax Planning Coordination
- Client Onboarding
Relevant Coursework
Financial Management, Strategic Planning, Public Policy Analysis; currently completing Certified Financial Planner (CFP) coursework
Certification
Series 65 - Uniform Investment Adviser Law Examination, FINRA
Leadership And Community
- Founder & Director - Hoopsgiving Invitational
- High School Basketball Coach - Sagemont Preparatory School
- Strategic Partner - NFL Pass Rush Retreat
Timeline
Wealth Planning Associate
Ballentine Partners
01.2023 - Current
Wealth Advisor
VIM Wealth Management
01.2022 - 01.2023
Client Relationship Manager
Coastal Wealth
01.2018 - 01.2022
Digital & Consumer Experience
Nike
01.2012 - 01.2017
Bachelor of Arts - Public Administration
Florida International University