Amy, who joined the First Florida Wealth Group team in January 2017, brings over 23 years of banking experience in the financial services industry and over 7 years of experience licensed as a Registered Representative. She is passionate about helping clients and their families achieve their financial goals and dreams. Her holistic approach, coupled with her genuine concern for others, allows her to serve as an advocate for her clients by offering guidance around estate planning issues, tax concerns, retirement & personal financial planning, asset management, insurance & risk management concerns, and business succession planning. Amy is a “People Person” who takes pride in helping her clients have confidence in the financial decisions they make.
Originally from Andalusia, Alabama -- home of the World Championship Domino Tournament -- Amy graduated Cum Laude from Troy University with a BS degree in Banking & Finance and Business Administration. A resident of Destin, she is the mother of two children, Bailey, a student at Spring Hill College, and Davis, a student at Niceville High School. She is a member of Destin United Methodist Church, the Destin Rotary Club, the National Society of the Daughters of the American Revolution, the Troy University Alumni Association, and has assisted with various charitable organizations including the Ronald McDonald House of Northwest Florida, the United Way, and the American Heart Association. In her spare time, she enjoys spending time with her family and friends, playing golf, traveling, and going to the beach.
Raymond James is not affiliated with the above organizations and/or charitable causes.