Amy Adelman has been with our practice for 21 years. She brings a depth of knowledge in company retirement plans and assists both plan sponsors and their employees with maintaining successful retirement programs through fiduciary support as well as comprehensive participant education. In addition to working with company retirement plans, Amy assists individual clients with account-related issues including client inquiries, cost basis, distributions and account maintenance.
Amy graduated Cum Laude from Kent State University with a Bachelor of Art degree in Spanish. She has earned her Chartered Retirement Plans SpecialistSM designation, which demonstrates proficiency in multiple participant retirement plans. In addition, she has earned her Certified Plan Fiduciary Advisor designation which demonstrates the knowledge required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. Amy is also recognized by Raymond James as a member of the Retirement Plan & Institutional Advisory Council. * She is a Series 65 licensed associate of Raymond James Financial Services and a Financial Paraplanner Qualified Professional™.
Amy is married to Bill and has two boys, Dylan and Blake. They live in Rootstown, Ohio.
* Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.