Amy Freeburg,
Senior Vice President, Wealth Management Advisor
Amy joined Merrill in 1986 as one of the pioneering members of the team. Amy has worked with clients through many market cycles and has provided innovative ideas in the ever changing world of investments. Amy’s approach to Wealth Management is consultative as she focuses upon her clients goals to help them pursue the financial lifestyle that is most meaningful to them.
Amy is approved as a Portfolio Manager within the Merrill Investment Advisory Program. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party strategies.
Currently, Amy serves as a trustee for the Grand Rapids Public Library Foundation. She is the former President of Mind Meets Music a local literacy focused nonprofit and works with Kent County as a member of the Officer’s Compensation Committee. She was the first female to serve on the board of Blythefield Country Club. Through the years Amy has been involved with numerous non-profit agencies including; Grand Rapids Jaycees, Habitat for Humanity, Girl Scouts and Grand Rapids Association for the Blind and Visually Impaired.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
