Raymond James Bank
With over 20 years of experience in the financial services industry, Amy is dedicated to helping clients pursue their financial goals with a focus on personalized lending solutions, retirement planning and overall financial wellness. She aims to earn the trust and loyalty of the client she serves with her commitment to responsiveness, transparency and long-term partnerships.
Prior to joining Raymond James Bank, Amy spent more than a decade honing her skills in the intricacies of private wealth advising as a private client banker with J.P. Morgan Chase Bank. She holds Series 6 and 7 securities licenses and the Florida 2-15 Life, Variable Annuity and Health Insurance license. She is also licensed and registered with the Nationwide Multistate Licensing System and Registry.
A resident of St. Petersburg, Florida, Amy enjoys spending time with her husband and their two sons – often cheering them on from the sidelines of the soccer field.