Amy is a Lecanto High School alum and holds a bachelor’s degree in finance from the University of Central Florida. While attending UCF, Amy worked in accounting for an Orlando firm, interned at the local branch of Raymond James, and was accepted to UCF’s Center for Financial Planning. Amy also holds an MBA degree and certificate in financial services from the University of Florida.
Between degrees, Amy worked as an analyst in the Financial Planning division of Raymond James’ international headquarters. There she provided technical consultation to company advisors in all planning areas, including: financial, tax, estate and retirement. Amy also passed the CFP® Certification exam and worked closely with the 529 manager to be a primary resource on education savings programs.
Amy and her husband Stephen, a local attorney, live in Inverness with their son Logan and daughter Sophie. Amy is the Treasurer of the Citrus County Education Foundation, and past Advisory Council Member of the Citrus Memorial Health Foundation, Relay for Life team captain to benefit the American Cancer Society, and Citrus Springs Elementary Student Advisory Enhancement Council member.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.