Role and Company
Financial Planner, Merrill Lynch
Expertise
8 years experience in financial services
Location
Louisville, KY
About Amy
Amy has been a financial advisor with Merrill Lynch since 2006. She is a Certified Financial Planner ™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She offers guidance on retirement income planning, insurance needs, preparing for college expenses, and estate planning services. Amy graduated from Centre College and earned her MBA from the University of Louisville.