Phone:: 877-249-2884

Amy Martin

Integrated Wealth Management (IWM) Coordinator

Amy is an Integrated Wealth Management Coordinator with a comprehensive background in Accounting, Taxation, and Economics.

In her role, Amy serves as a pivotal link between clients, advisors, and financial services specialists, ensuring a seamless and efficient flow of information to meet and exceed financial objectives. With a keen eye for detail and an unwavering commitment to open communication, she plays an instrumental role in gathering the pertinent client data critical to facilitating informed financial and tax planning decisions.

Amy’s academic foundation provides her with a robust understanding of the complex financial landscape, allowing her to offer enhanced support and insight at every juncture of wealth management. Her dedication to excellence has established her as a trusted liaison, helping to optimize financial strategies and ensuring clients’ objectives are realized.