Amy is a client service associate with more than 20 years of experience in the financial services industry. She began her career in 1995 at AmSouth Investment Services, Inc. in its operations department. After obtaining the Series 7 and 63 licenses, she began working on the discount trading desk in 1997. After 10 years of discount trading, she became part of Morgan Keegan in 2007. She then joined Raymond James through its 2012 acquisition of Morgan Keegan.
Amy also holds Series 24, 4 and 55 licenses and earned a bachelor’s degree in finance from Auburn University. She is a member of St. Stephen’s Episcopal Church and the Autism Society of Alabama. She is a native of Birmingham and lives here today with her husband, Brian, and children, Lauren and Andrew. In her free time, she enjoys family, a good concert and traveling.