Amy has been working as an independent advisor since 2001. Since day one, she has been a Fiduciary advisor, putting her clients’ needs first. Amy is actively involved in all aspects of pre and post retirement including creating customized plans, estate planning, portfolio development, and investment analysis. Amy is especially fond of helping women create the retirement they deserve, particularly those who are transitioning after divorce or the loss of a spouse. Amy lives in Raleigh, NC and splits her time between Retirement Wealth Advisors Raleigh and Cape Coral offices. She is an avid supporter of the boys and girls club of Raleigh where she developed and conducts the Bracelet project, an entrepreneurship program targeted to tween girls. Amy earned her Master degree of business in 1991. She also holds a series 65 securities license and a life and health license in North Carolina and Florida.
