Amy is a Certified Financial Planner™ professional and has been with the Corning Credit Union since 2010. Amy has been recognized by Forbes four times, most recently ranking on their list of America’s Top Women Wealth Advisors Best-In-State 2024. In her spare time, she enjoys spending time with her family and she is a dedicated Buffalo Bills fan.

Licenses

• Series 7 and 63 securities licenses
• NY Life, Accident, and Health Insurance

Education

• Bachelors of Business Administration, Concentration in Finance, SUNY Brockport

The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 09/30/22 to 09/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=1f1f30211d11 for more info.