Phone: 215-641-2570 x4309
Fax: 215-641-2573
Amy has been a member of our team since 2015 and provides support for both our advisors and clients in many different areas such as new account paperwork, 401k enrollment, rollover assistance and 401(k) education. Amy frequently visits corporate client offices to provide 401k Plan Education.
Education:
Bachelor of Arts in History with a Minor in Political Science, University of Connecticut, 1989
Designations and Licenses
Series 6, 63, Life and Health held with LPL Financial
Series 65 held at Global Retirement Partners (GRP)
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