Amy McGinnis
Marketing Director @Hoa Invest & 1120 Invest
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WORK HISTORY
Marketing Director @Hoa Invest & 1120 Invest
As a Financial Advisor, Amy is dedicated to providing clarity, confidence, and expert advice on comprehensive wealth management across generations. With over 25 years of experience in the financial services industry, Amy brings a wealth of knowledge to her role.Amy\'s extensive board and industryexperience make her a valuable asset in supporting HOAs and Association clients, makingCapital CS group an excellent choice for Associations looking to benefit from our patent-pending proprietary application, HOA Invest.
ABOUT AMY MCGINNIS
For more than 20 years, Amy has been assisting clients with their long-term goals while continuing to support their daily needs. Working closely with her team, Capital CS Group, Amy cohesively provides high-quality client service and integrated wealth management solutions that simplify and enhance the quality of her team’s clients’ lives. Amy became a Client Service Associate in and obtained her Series 7, 63, 65, 31 and Insurance License in 2005. Amy is an innovative leader for new cutting-edge client services. Prior to joining the Capital CS Group, Amy served as the UBS Branch Technology Liaison. She began her career as a receptionist at Smith Barney in and was promoted to a Client Service Associate in She worked closely with a team that transitioned to Wachovia in 2006. As an integral part of her team’s success, Amy was promoted to a Senior Registered Client Service Associate with Morgan Stanley in 2008. As a testament to her hard work, she joined the CS Group as an expert in the daily handling of concentrated stock and corporate executive needs. A strong contributor to the community, Amy is on the leadership board for the Orange County/Inland Empire chapter of the Leukemia and Lymphoma Society. She also aids and mentors candidates participating in Leukemia and Lymphoma society’s Man/Woman of the year program. Recently, Amy has acted as the Walk Chair for the Walk to End Alzheimer\'s, San Clemente Chapter. Amy enjoys spending time with her husband, Ryan, and sons Luca and Callen.
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