With a combined 20-plus years of client relationship experience, Amy skillfully delivers ClearPlan clients exceptional service at each and every level of engagement.
Amy devotes her professional abilities attending to each of our clients’ individual needs. As part of our talented ClearPlan team, she serves as the Director of Operations, overseeing a multitude of company procedures, managing administrative responsibilities, and supervising operational needs. Amy also excels as a Senior Registered Client Associate, playing a key role in assisting clients with an array of service requests and needs while also supporting our financial advisors.
After earning a bachelor’s degree in business and marketing from Towson University, Amy brings a wide array of professional experiences and skills to ClearPlan, including within the financial services industry at Merrill Lynch and a local RIA. She retains her Series 7 and Series 66 registrations.
Away from the office, Amy enjoys spending time with her husband and their dogs at their home in Northern Baltimore County. A lifelong animal lover, she helps support local causes such as BARCs and other local rescue organizations. A licensed private pilot and motorcycle enthusiast, her current hobbies include cycling, cooking, traveling to explore new destinations and planning “what’s next”.
Raymond James is not affiliated with the above organizations and/or charitable causes.