Zarlenga-Siegler moves her Practice from UBS Financial Services
Cleveland, OH , September 13, 2023 -- Oxford Harriman & Company is pleased to announce that Jaime Zarlenga-Siegler has joined the firm as a Managing Director & Partner in the Chagrin Falls office. Jaime is a seasoned financial services professional with over 20 years of experience serving clients. Prior to joining Oxford Harriman & Company, Jaime was a Vice President and Senior Wealth Strategy Specialist with UBS in Pepper Pike, OH.
Jaime works with individuals, high-net-worth families, and institutions to develop and implement a strategic plan that serves as a roadmap for their financial and investment decisions. She brings a holistic approach to wealth and risk management while providing a high standard of service and care to her clients.
"We are thrilled to have Jaime join our team at Oxford Harriman & Company," said Dennis Barba, CEO of Oxford Harriman. "Jaime is an exceptional person, and exceptional advisor, and a great addition to our team.”
Jaime graduated with her undergraduate degree in Finance with honors from the Fisher College of Business at The Ohio State University and holds the Series 7, 63, and 65 registrations.
In brief
Oxford Harriman & Company says Jaime Zarlenga-Siegler has joined the firm as a partner and managing director in its Chagrin Falls, Ohio office. She previously worked at UBS in Pepper Pike, Ohio, as a vice president and senior wealth strategy specialist. The company says Zarlenga-Siegler has more than 20 years of financial services experience and advises individuals, affluent families and institutions on financial and investment planning. Her background includes a finance degree from The Ohio State University’s Fisher College of Business and CERTIFIED FINANCIAL PLANNER™ certification, earned in 2011. Oxford Harriman CEO Dennis Barba welcomed her to the firm. The company describes its work as private wealth management delivered through a collaborative approach.
Key takeaways
- Jaime Zarlenga-Siegler joined Oxford Harriman as a partner and managing director.
- She will be based in the firm’s Chagrin Falls, Ohio office.
- She previously held a wealth strategy specialist role at UBS in Pepper Pike, Ohio.
- The company says she has more than 20 years of financial services experience.
In 2011, Jaime earned her CERTIFIED FINANCIAL PLANNER™ certification, which identifies those individuals who have met the rigorous experience and ethical requirements of the CFP® Board of Standards. She also successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning, risk management, employee benefits planning, and retirement and estate planning strategies. CFP® practitioners are held to a higher fiduciary standard and agree to meet ongoing continuing education requirements.
"I am thrilled to be a part of the team at Oxford Harriman, “said Jaime. “I am surrounded by a wealth of knowledge in the people who work here and can deliver a better experience for my clients. I couldn’t be happier to be a part of this outstanding team!”
About Oxford Harriman & Company: Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the firm provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy, and discipline. Oxford Harriman & Company is part of the Wells Fargo Advisors Financial Network, with offices in Cleveland OH, Chagrin Falls OH, Detro
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Member SIPC. Oxford Harriman & Company is a separate entity from WFAFN. CAR-0623-04027
About the company: Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. We offer a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy and discipline.
Contact Info:
Name: Dennis P. Barba, Jr.
Email: Send Email
Organization: Oxford Harriman & Company
Phone: 216-755-7150
Website: https://oxfordharriman.com/
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Questions around this news
Who is Jaime Zarlenga-Siegler, and what is her role at Oxford Harriman?
The release says Zarlenga-Siegler joined Oxford Harriman & Company as a partner and managing director in its Chagrin Falls, Ohio, office. It describes her as a financial services professional with more than 20 years of client-service experience. Before joining the firm, she worked at UBS in Pepper Pike, Ohio, as a vice president and senior wealth strategy specialist.
What does CFP® certification indicate?
The release says Zarlenga-Siegler earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011 and describes it as reflecting experience and ethical requirements set by the CFP Board. It also states that CFP® practitioners follow a fiduciary standard and continuing education requirements. In general, the designation is associated with professional education and standards for personal financial planning.
What is a fiduciary standard in financial advice?
A fiduciary standard generally requires a financial professional to act in the client’s best interests when providing advice within the scope of the fiduciary relationship. The specific duties and their application can depend on the professional’s role, the services provided, and applicable rules. The release says CFP® practitioners agree to meet a higher fiduciary standard.
