With the knowledge that comes with more than 20 years of experience in the financial services industry, Amy helps investors navigate the multitude of available investment options with dedicated and focused service and a personal commitment.
From financial planning to comprehensive advisory portfolio management, Amy’s recommendations are made solely in the interest of providing the highest value and benefit to you. She works hard to help you pursue your financial goals and mitigate your risk.
At Raymond James, Amy has access to the financial tools and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, she answers promptly, completely and truthfully. She provides information you need to make informed decisions, based on realistic expectations, about your investment needs.
Amy joined Raymond James in 2022 after 19 years with Wells Fargo Advisors and Morgan Stanley. Amy holds Series 7, 63, 65, 31, 9, 10, Insurance & Annuity licenses, as well as the designation of Accredited Asset Management Specialist™.
Originally from Gray, Amy is a graduate of The University of Georgia and received a degree in Spanish. She is a previous Administration Manager and has worked with many different teams over the years.
Amy and her husband, Will, have been married for twenty years and have one son together, Liam, who is thirteen. Will owns a Zaxby’s franchise with his family and Liam is a student at the Academy for Classical Education in Macon. Amy loves music and sports, so much so she has Liam taking weekly guitar & piano lessons. She is a lifelong UGA fan and enjoys playing golf, exercising, reading and of course watching football. Go Dawgs!
Amy and her family are members at Forest Hills Church and she is the current president for the Rotary Club of Jones County.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
