Jamie ParkerRetirement Plan Consultant, Employee BenefitsBirmingham, AL jamie.parker@cacgroup.com Jamie Parker, CPFA®, is a Retirement Plan Consultant for the Employee Benefits Practice at CAC Agency. He is a seasoned financial professional with extensive experience in retirement benefits consulting, financial planning, and business development.Prior to joining, Jamie served a Senior Retirement Benefits Consultant at Merrill Lynch where he delivered customized solutions and leveraged the full resources of Bank of America Merrill to meet client needs. He exceled in sourcing prospective clients, maintaining robust client relationships, and staying updated on the latest financial planning tools and strategies.Before his time with Merrill Lynch, Jamie was the Director at Navigate 401K and Navigate Wealth where he developed comprehensive engagement strategies and served as a 3(38) Fiduciary.Jamie holds a Bachelor of Science in Kinesiology from Campbellsville University (2008) and is a Certified Plan Fiduciary Advisor. He has also completed several financial certifications, including Series 6, 63, 65, 7, and 26, as well as Life and Health, and Property and Casualty licenses. He is currently pursuing his Certified Financial Planner designation.Practice GroupsEmployee Benefits Back to employee directory