Jamie Summerlin joined Visionary Square in January 2025. As Chief Experience Officer, Jamie leads The Square’s end-to-end advisor experience strategy. He oversees the Relationship Management, Trading and Operations, and Technology teams, bringing these critical functions together to deliver a more seamless, proactive, and high-quality experience across every stage of the advisor journey.
Jamie has over 23 years of industry experience and holds Series 6, 63, SIE, and Life & Health Insurance licenses. Previously, he held key positions with GuideStone Financial Resources, TIAA, and The Vanguard Group.
A North Carolina native, Jamie resides in Mount Holly with his wife and two children. Outside of work, he enjoys golfing, traveling, exploring new restaurants, volunteering, and participating in his children’s activities. A former baseball all-star at both East Gaston High School and Belmont Abbey College where he earned his BASc in Business Administration and Management, Jamie’s athletic achievements earned him induction into the Mount Holly Sports Hall of Fame.
Jamie Summerlin
Chief Experience Officer
Jamie Summerlin joined Visionary Square in January 2025. As Chief Experience Officer, Jamie leads The Square’s end-to-end advisor experience strategy. He oversees the Relationship Management, Trading and Operations, and Technology teams, bringing these critical functions together to deliver a more seamless, proactive, and high-quality experience across every stage of the advisor journey.
Jamie has over 23 years of industry experience and holds Series 6, 63, SIE, and Life & Health Insurance licenses. Previously, he held key positions with GuideStone Financial Resources, TIAA, and The Vanguard Group.
A North Carolina native, Jamie resides in Mount Holly with his wife and two children. Outside of work, he enjoys golfing, traveling, exploring new restaurants, volunteering, and participating in his children’s activities. A former baseball all-star at both East Gaston High School and Belmont Abbey College where he earned his BASc in Business Administration and Management, Jamie’s athletic achievements earned him induction into the Mount Holly Sports Hall of Fame.