Amy Adelman has been the Client Relationship Manager for 20 years, since joining the practice. Her duties include helping clients with account inquiries, cost basis, distributions, and other client service issues.
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. She is also a Financial Paraplanner Qualified ProfessionalTM and a Series 6, 26, and 63 licensed associate of Raymond James Financial Services.
Amy is married to Bill and has two boys, Dylan and Blake. They live in Rootstown, Ohio.
Raymond James is not affiliated with the above organizations and/or charitable causes.