I have had the privilege of serving clients with Edward Jones for the past 26 years. I feel so blessed that every day I can make a positive, meaningful impact with my clients, my community and my family. Being a financial advisor has allowed me to build tremendous relationships that span multiple generations with many of the families that we serve.
Paula Carter and I have worked together as a team for the past 13 years.
When you meet with our branch team, you will find that we have honed our process to ensure we are providing the highest level of service to our clients, their CPAs, attorneys, and friends and family they refer. We will never start with recommendations – instead, we focus our attention on what is important to you and what your goals are. Then, we develop a personalized strategy to help you reach those goals. We review those goals at least annually to ensure that we are still on track and make any adjustments that are necessary due to the changes in the economy or your personal situation.
We find that the clients we work best with value advice and are working on multiple complex goals, such as planning for retirement, creating income in retirement and finally, creating a legacy with the wealth that they have been blessed to accumulate. In addition to working with individual investors, we also work with many successful business owners.
For our business owner clients, we work with their CPA to implement business retirement plans, key man insurance and succession planning strategies.
Finally, I would like to let you know a little bit more about Paula and myself and our passions in life. Paula and her husband, Geoff, and their furry child, Dazey, are avid outdoorsmen. Their favorite place to spend time is Yosemite. I have three amazing children, two are in college – somehow, I managed to raise two engineers – and my youngest is in sixth grade. In my time away from the office, I love to hike, stay fit, snorkel and travel.
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Insurance & Annuities
My Personal Interests
- Active Lifestyle
- Community Outreach
- Health & Nutrition
Phone NumberAmy A Holley at (714) 963-6644
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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