Amy Bee
Client Service ManagerWith over two decades of professional experience, Amy is a valuable asset in her role as Client Service Manager. Her service-oriented mindset ensures that she consistently is ready to go above and beyond to meet the daily requirements of our diverse client base. Leveraging her extensive background, Amy also serves in a crucial role as our Technical Liaison, bridging the gap between client needs and technical solutions.
Amy holds a Bachelor's Degree in Marketing from the University of Tennessee, Chattanooga, strengthening her understanding of client relationships and strategic communications. A native of Red Bank, she has continued to be an active member of her local community, now residing in Hixson with her husband, Danny, and their son, Bradley.
In her free time, Amy nurtures her creative side through crafting and enjoys the outdoors by hiking and biking with friends. Above all, Amy values quality time with her family, whether they're tackling DIY projects or enjoying a family movie night.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
“Integrity is doing the right thing, even when no one is watching.”