Jamie S. Caudill, CFP
General Manager of Client Advisory Services

As a General Manager in Advisory Services at RCA, Jamie is focused on providing complete financial care to existing family relationships, as well as helping new families and businesses become clients. Jamie enjoys teaching classes at Retirement University and he is a member of our firm’sIinvestment Policy Committee.

Prior to joining RCA, Jamie held several positions at Fidelity Investments, where he worked for the prior 14 years.  His last role was an Account Executive for Fidelity’s Private Client group in New York City.  Jamie also served as a both a Regional Consultant and a Retirement Consultant during his tenure at Fidelity.

Jamie has a bachelor’s degree in Finance from the University of Kentucky and a Master’s degree in Finance from Xavier University.  He is a Certified Financial Planner and holds the Series 7, 9, 10, 63, and 65 licenses. He is also a licensed insurance representative.

Jamie and his wife Kerin reside in Anderson Township.  Kerin has worked for many non-profit organizations, but she is currently focused on her role as mother to their 2 children, Mallory and Cameron.  They enjoy spending time with friends and family, traveling, and working on updating their home.