Amy began her career in financial services in 2000, joining Merrill Lynch Wealth Management in 2005. She works on a team of highly educated, extensively trained and broadly experienced wealth management professionals.We have a core focus on developing diversified investment portfolios designed to help meet your objectives and support your wealth strategy. We focus on creating individualized strategies for you and your family that focus on achieving your financial goals and addressing all of the pieces of your financial wellbeing: saving for education and retirement, debt management, life and long term care insurance analysis to help protect your family and estate from the unexpected, and utilization of the extensive banking resources of Bank of America to help simplify your life.Amy lives in Greensboro with her husband Scott and children, Kennedy and Miles. She is an avid reader and also enjoys hiking and paddle boarding.
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.
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.
