jamil 1016x1016 - Vance Team Member Spotlight

Vance Team Member Spotlight

Shanele Stoll Team Update

Meet Jamil Abdullah, Portfolio Manager

 

Jamil Abdullah, Chartered Financial Analyst brings in-depth expertise in investment strategy and high-level money management to the Vance Wealth team, making him the perfect fit for an already robust team of financial planners.

After earning his Bachelor of Arts from the University of California, Santa Barbara, Jamil doubled down on his financial education by sitting for two of the most challenging exams in the industry. In 2018, he completed his CFA designation, and in 2020, he also became a CERTIFIED FINANCIAL PLANNER PROFESSIONALTM. Jamil was working in wealth management and portfolio management when he heard about an opportunity from an old friend.

“I went to high school with Jerrod (Ferguson), and occasionally we would see each other at the gym,” Jamil recalled. “We’d talk about what we were doing in life, as well as where we were going professionally, but eventually we lost touch. So when I saw him post about an opening at Vance Wealth, I knew I had to reach out again.”

As Portfolio Manager at Vance Wealth, Jamil heads up the Investment Team and is exclusively focused on analyzing and managing the success of the firm’s portfolio – a task that was previously shared by the Wealth Advisors. With Jamil on board, however, our advisors are now free to focus on what’s most important: the client.

“It’s been a joy to get to know everyone here and see how the whole staff works together as a team,” Jamil shared. “I’m really enjoying the systems and culture, and I’m excited to grow with the firm.”

Outside of the office, Jamil can be found spending time with his wife, Ivana, and their terrier poodle, Melo. Together, they like to travel to new places, stay active and try new things – food, especially.

Click to Learn more about Jamil’s role at Vance Wealth