Jaime Daggett
Client Services and Marketing Specialist
Jaime Daggett serves as a Client Services and Marketing Specialist at Coastline Wealth Management, contributing to high-impact initiatives across client operations, marketing, M&A preparation, CRM cleanup, data workflows, and digital content development. Her focus on efficiency and growth has helped streamline day-to-day processes and enhance the client experience.
Beyond her role at Coastline, Jaime studies Business Administration with a Finance minor and is the founder of the Wealth Management Club, a student organization dedicated to improving financial literacy and building future finance leaders.
As she works toward earning her Series 7 and Series 66 licenses, Jaime brings strong initiative, a growth mindset, and a commitment to excellence to the Coastline team.