Amy has worked closely with the team for more than 25 years and has developed an exceptional rapport not only with them, but with the clients they serve. She is well known by all as an organized liaison with our home office in St. Petersburg, FL. She is dedicated to providing the resources and support investors need as well as the operational and compliance oversight that helps keep the group running smoothly.
Amy resides in Vestavia Hills, Alabama. Her industry experience includes registered sales assistant and operations manager positions with J.C. Bradford & Company, Paine Webber, Prudential Securities and Wachovia Securities.