Jaime Vazquez

Client Services

Jaime Vazquez is a Client Services Associate at Affinity Wealth Management LLC, bringing over 25 years of financial services experience. She began his career at Vanguard in 2000, where she held various roles for nearly a decade, followed by a tenure as Relationship Manager at Broad Street Financial, LLC.

Jaime specializes in building strong client relationships with high-net-worth individuals, business owners, corporations, and non-profits. Ethical and entrepreneurial, she is passionate about helping clients meet their financial goals.

She has expertise in Qualified and Non-Qualified Retirement Plans, IRAs, Brokerage Accounts, Managed Portfolios, Annuities, Life Insurance, and Disability Income Insurance. She studied Business Administration at Arcadia and Strayer Universities.

Proficient in financial systems and CRM platforms, Jaime is skilled in retirement planning, asset allocation, and client relations. Based in Philadelphia, PA, she enjoys traveling, reading, exploring new cuisines and wines, and spending time in nature with loved ones.