James L. Worrell

Strategic Retirement Partners

James Worrell10

Jamie Worrell, Managing Director and investment advisor at Strategic Retirement Partners, has dedicated his career to retirement plan advisory since graduating from law school in 1997. His team focuses on getting results for clients while carefully guiding them each step of the way.  His experience and passion is in helping plan sponsors reduce their fiduciary liability and offer competitive, affordable retirement and investment benefits while helping individuals save, plan, and invest wisely for a secure retirement.  Mr. Worrell’s team provides companies with plan design, fee benchmarking, provider searches, investment advisory, fiduciary compliance, and participant  education. Jamie was recognized by PLANSPONSOR  as "Retirement Plan Adviser of the Year" as well as a "Top 100 Retirement Plan Advisers", by 401kwire as a "300 Most Influential" retirement plan advisor, and by Institutional Investor News as a "Rising Star of Retirement Plan Advisor".

Jamie a graduate of Moses Brown, Connecticut College and Suffolk University Law School. His community involvement has included serving as a Rhode Island Commodore, as a member of the San Miguel School Executive Director's Council member, and as a member of the Neighbourhood Health Plan of RI Investment Committee. He  served as a Board/Investment Committee member of Blithewold and The Providence Children's Museum, and as a lay representative of the Episcopal Diocese of RI Commission on Finance. He has coached youth lacrosse and soccer. Jamie lives in Providence, RI with his wife and three children.

Providence, RI
Client Plans: 55
Participants: 15,000



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