Amy Secor
Experienced wealth advisor focused on providing individuals, families and organizations with personalized wealth advice.
- Role
- Senior Wealth Advisor at Mariner
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Amy Secor
You can contact me at (20••••••62 or a••••••••@gmail.com
Experience
Senior Wealth Advisor
Apr 2022 — Present · Seattle, WA, US
As a Senior Wealth Advisor at Mariner Wealth Advisors, I listen to what’s important to my clients and then develop a 360° wealth plan to help them achieve their goals. At Mariner Wealth Advisors, we are committed to putting your interests first. As our client, you will work with a wealth team that will collaborate with in-house teams, including tax planning & preparation, insurance, estate planning and trust services, to develop a coordinated wealth management plan personalized for you. This integrated approach is designed to provide you with comprehensive advice, simplify the process and save you time.
Education
San Jose State University
Bachelor of Science (BS)
College of Financial Planning
Completed CFP coursework
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