Amy Manley, CFP®, CLTC®
Wealth Advisor

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Amy Manley is a Wealth Advisor in the Beacon Pointe Sarasota, Florida office, where she specializes in comprehensive financial planning, including investment, tax, insurance, education, estate, and retirement strategies. With a client-first approach, she partners closely with individuals and families to craft personalized plans that align with their goals and values.

Amy graduated from Cornell University with a Bachelor of Science degree in Agricultural Economics, Business, and Finance. Following 30 years of experience in public, private, and non-profit sectors, Amy became a financial advisor earning the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certification for Long-Term Care (CLTC®) designations.

Amy is deeply involved in her community, volunteering with churches and several organizations, including the Big Cypress Chapter of the Daughters of the American Revolution (as Parliamentarian), the Colonial Dames of America Everglades Chapter (as a board member), and Providence House. She also offers pro bono financial planning and education. Amy and her partner Yancey live in Naples, Florida. They enjoy spending time with their grown children and their families, ballroom dancing, golfing, snow skiing, and working out at the gym.