With a combined 18 years of client relationship experience, Amy proudly provides ClearPlan and our clients a commitment to high-level excellence and exceptional client experience at every level of engagement.
As a Senior Registered Client Service Associate, Amy utilizes her diligence and professional abilities to attend to each of our clients’ individual needs. As part of our talented team, Amy serves as the Office Manager, overseeing the day-to-day office operations and as the Senior Registered Representative, assisting our financial advisors by playing a key role in preparing reports, processing documents, event planning and managing administrative duties.
After earning her bachelor’s degree in Business and Marketing from Towson University, Amy brings to ClearPlan a wide array of professional experiences, including the financial industry with Merrill Lynch/Bank of America and a local investment firm. She holds her Series 7 and 66 registrations.
Away from the office, Amy enjoys spending time with her husband, Brad, and their dogs at their home in Sparks. A lifelong animal lover, she helps support local causes such as BARCs and several other rescue organizations. Her current hobbies include skiing, snowmobiling, cycling, and travel to new destinations.
Raymond James is not affilated with the above organization. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investments advisory services are offered through Raymond James Financial Services Advisors, Inc. ClearPlan Wealth Management in not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James is not affiliated with the above organizations and/or charitable causes.