Amy plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. She manages a wide array of duties, including handling service requests, managing client accounts and assisting with our team’s marketing efforts.
Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests and is committed to providing a quality client experience while helping advisors do the best job possible.
Before joining our team in April 2023, Amy was a private wealth management analyst at Goldman Sachs. She earned a bachelor’s degree in actuarial science from the University at Albany.
Originally from Saratoga Springs, New York, Amy still lives in Saratoga with her boyfriend, and dalmatian, Penny. In her free time, Amy enjoys going to new restaurants for her food review blog and spending as much time as possible with Penny.
Raymond James is not affiliated with the above organizations.