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Jamie W

Series 66

Rock Hill, SC

Missionsquare Retirement

Jamie Wice is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds the Series 66 designation and prior to joining MissionSquare in 2026, he worked at LPL Financial and operated Jamie L. Williams, PLLC. He is also a licensed attorney in Michigan and provides legal services to family and friends on a limited basis. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and advisory services. Its Guided Pathways program delivers personalized investment advice and managed accounts within MissionSquare-administered accounts, supported by a multi-team advisory structure and developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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