Client Service Manager
Amy is an Client Service Manager within the Beacon Pointe Florida office and is responsible for assisting the wealth advisory team with financial planning efforts, supporting front and back office client service and account management. Prior to joining Beacon Pointe, Amy served as a Portfolio Administrator for Ferrell Wealth Management. With over twenty years of experience in the financial services industry, Amy has also served as Associate Vice President at New Traditions National Bank, managing Deposit Operations, Compliance and the Bank Security Act (BSA) Program. Outside of the office Amy enjoys spending time with her family and being on the water.