The ability to help others has always been my mission in life. Prior to joining Edward Jones, I worked in the corrections and healthcare industries, specifically in the behavioral health area. As a financial advisor, I enjoy the opportunity to help people understand their finances and work with them to create a path to achieve their goals.
What is your retirement dream? Where do you plan to send your kiddo to college? How can you protect your wealth? When you and I discuss your finances, you will be encouraged to dream out-loud, share your concerns and articulate what matters most to you. Every strategy I offer and every solution I recommend will be created based on your priorities. I help people navigate their journey towards these goals and enjoy working with young families, small business owners, widows/widowers and executives nearing or transitioning into retirement.
Most of my life has been spent in Minnesota where my husband, Chad, and I raised our two sons, Sam and Alex. I attended University of Phoenix where I graduated magna cum laude with an MBA. We recently moved to Sarasota to enjoy the great weather and beautiful beaches.
Outside of work, I enjoy watching our son, Alex, play lacrosse. My husband and I enjoy golfing, going to the beach and stopping for ice cream. In the fall, I can be found watching football games and rooting for my two favorite teams, the Tampa Bay Buccaneers and Minnesota Vikings.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let's visit.
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- College Savings
My Personal Interests
- Movies & Entertainment
Phone NumberAmy R Wrightson at (941) 474-2697
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