As a Wealth Advisor, Jaimee Farrington partners closely with clients to help them build, manage, and protect their wealth with confidence. She develops personalized financial strategies, guides clients through key planning decisions, and ensures they receive thoughtful, high‑touch support at every stage of their financial journey. Drawing on her deep operational background, Jaimee brings a uniquely thorough and detail‑driven approach to advising, ensuring that plans are not only well‑crafted but seamlessly executed.
Before transitioning into her advisory role, Jaimee served as Operations Manager at The Lerner Group, where she oversaw client operations, custodial relationships, account administration, and the team’s service systems. She played a central role in streamlining processes and maintaining the accuracy and integrity of client information. Jaimee joined The Lerner Group in the spring of 2020, bringing over 15 years of experience in the financial industry, the majority of which she spent at Morgan Stanley.
Jaimee graduated from the University of Iowa with a BBA in Marketing. She holds the FINRA Series 7 and 66 licenses, as well as the Illinois Life & Health Insurance Producer License.
Jaimee and her husband Chris reside in Glenview with their three children, Lexi, Ashlyn, and Grayson. She enjoys spending time with her family, traveling, and cooking in her spare time.
What does Legacy mean to you?
For Jaimee, “Legacy is about the impact we leave behind through the people we shape and the values we pass on. My children are a central part of that legacy — the lessons I teach them, the example I set, and the kind of adults I hope they become. I believe in leaving the world better than I found it, and I try to reflect that in how I lead, work, and show up for others every day.”