• Amy

    Amy L. Adelman, CPFA™, CRPS®

    Retirement Plan Advisor

    Client Relationship Manager

Amy Adelman has been with our practice for over 25 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. * In 2024, Amy was named to the Top Women of Excellence by the National Association of Plan Advisors (NAPA). ** She is a Series 65 licensed associate of Raymond James Financial Services and a Financial Paraplanner Qualified Professional™.

Amy is married to Bill. Together they have four children, Dylan Blake, Connor, and Kelsey. They live in Rootstown, Ohio.


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* 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.

** The NAPA Top Women of Excellence award was created and conducted by the National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association, a non-profit association.  Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners.  Nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees are required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Time period upon which the rating is based is from 09/01/2023 to 09/01/2024 and was released on 10/16/2024. Within the group of top women advisors, Captains are those who were principals, owners, or team captains of their organizations. All-Stars are top producers who have their own practice. Rising Stars are top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor). For the 2024 award, there were nearly 767 nominations, and 358 applications completed and considered. There were 105 Captains, 100 All-Stars, and 40 Rising Stars on the final list. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this ranking. Raymond James is not affiliated with National Association of Plan Advisors (NAPA).

CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.