Amy W.
| 15+ years of aviation experience | Helping Business Aviation do better with their money | Cat Mom | Wealth Management Company Financial Advisor | 99s |
- Role
- Wealth Management Company Financial Advisor at Northwestern Mutual
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Amy W.
AS A WEALTH MANAGEMENT COMPANY FINANCIAL ADVISOR My ultimate goal is to navigate the skies with my former colleagues and fellow aircraft enthusiasts, helping them achieve even greater heights. Aviation is one of my passions; I relish the leisure it offers and the opportunity to volunteer my time. I\'m always grateful for blue skies and tailwinds. As your financial advisor, I\'m not here to just set it and forget it. Oh no! I want to build lasting relationships with my clients. We’ll catch up regularly to hear about your latest adventures and see how your financial plan is soaring! PERSONALLY Originally from California, with a detour in Idaho, and now in Jacksonville, Florida. Before becoming a financial advisor, I spent 15+ incredible years in aviation. Now, I bring that same dedication and precision to helping you achieve your financial goals. Outside of work, you’ll find me dancing, volunteering, cooking & adventuring with my boyfriend Paul (helicopter pilot) and our fantastic friends, or—let’s be real—probably still running this advising business. Ready to navigate your financial future with a co-pilot who’s as passionate about your success as you are?
Experience
Wealth Management Company Financial Advisor
Feb 2021 — Present · Jacksonville, FL, US
Financial Advisor & Savings Coach: Empowering Professionals in Aviation and Women Who Make Decisions|| WHAT I\'M PROUD OF || My Team - Moriah: Manager of Client Relations and Social Media - Peter: Project Manager - Dedicated Specialists Experience - 4+ successful years at NWM, where I continually learn and grow!|| LET\'S COLLABORATE!|| Together, we can create a tailored, comprehensive financial plan that aligns your goals with cost-effective, tax-efficient strategies designed for long-term success. Let\'s build your wealth and financial future!
Education
Southern Illinois University, Carbondale
BS
2006 — 2008
Palomar College
Associate of Science - AS
2004 — 2006
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