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portrait of Jamee Shinn
FINANCIAL ADVISOR

Jamee Shinn

CEPA®
778 Roosevelt Trail, Windham, ME 04062opens in a new window
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About Jamee

Throughout my life, helping others has been an integral part of who I am. I chose to pursue a career in financial services because I believe I can make a difference in the lives of families in my community.

The Clients I Best Serve

I typically partner with clients who are looking to navigate investment decisions related to retirement, preparing for life's unexpected, saving for education or estate management. My unique background – both as a lobster fisherman's daughter and a former pediatric physical therapist – affords me a special connection with small business owners and families of children with...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Special Needs Financial Considerations

Work History

  • Edward JonesMay 2021 to Current
  • Zip-PT-Doo-DahJanuary 2019 to April 2021

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • University of New EnglandDoctorate

Personal Interests

  • Spending Time with Family
  • Traveling
  • Cycling
  • Cooking
  • Gardening

Team Members

  • Taylor Meaney
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(207) 893-2255

Fax

(877) 332-6469

Office Address

778 Roosevelt Trail
Windham, ME 04062opens in a new window

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