Amy is the managing director of Legacy and Wealth Planning at Abbot Downing. She is responsible for leading a team of experienced and credentialed professionals who collaborate with the Abbot Downing relationship team, including banking, asset management, and fiduciary services, in addition to other trusted advisors, to create multigenerational wealth plans that reflect a client’s values, priorities, and goals. In her leadership role, she serves as the national liaison for Legacy and Wealth Planning to ensure consistency in the delivery of planning services and resources. Amy also organizes strategic initiatives focused on enhancing the Abbot Downing planning practice, including collaborating with Abbot Downing’s Institute for Family Culture to deliver comprehensive services related to family business transitions. She continues to serve as the senior planning strategist on a number of client relationships in her region.
Amy has provided legacy and wealth planning services to affluent clients and their families for over 15 years. She previously served in various leadership roles, including serving as manager of new business implementations, the employee benefits payment processing center, and the retiree call center within Wachovia Bank’s Trust Operations, a predecessor firm of Wells Fargo. She was project manager for some of Wachovia Trust’s largest initiatives, including the development and implementation of Wachovia Trust’s Paying Agent product and the design and implementation of a retiree call center. Amy also spent one year in Wachovia Corporate Tax where she was responsible for state tax return preparation for Wachovia Bank’s subsidiaries.
After receiving a bachelor’s degree in science in management from University of Phoenix, a paralegal degree from Champlain College, and completing tax, accounting, and other finance-related courses at High Point University, Amy became a Certified Financial Planner (CFP®) professional. Amy is currently a member of the Winston-Salem Estate Planning Council.
At home, Amy and her husband are entrepreneurs and enjoy working with real estate. They have made their home in Lexington, North Carolina with their two daughters and son.