Amy delivers quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy a dedicated and focused client experience.
Amy also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in reviewing accounts. She holds Series 7, 63 and 65 securities licenses and life insurance licenses.
Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.
Before joining our team in November 2017, Amy was a branch manager at PNC Bank.
Amy lives in her hometown of Salemburg, North Carolina with her three children, Megan, John Adam and Kate. In her free time, Amy enjoys spending time with family and friends.
Raymond James is not affiliated with the above organizations.