Amie leads the Business Development and Transitions teams at TradePMR. In this capacity, she meets with RIAs that are not currently engaged with TradePMR and helps identify if the provider could be the right fit for their businesses. If these firms could benefit from TradePMR's offering, she then works with a team of Transitions specialists to onboard those RIAs onto the TradePMR platform. Amie has been with TradePMR since 2018, initially joining as a transition consultant before leading the Transitions team and serving as Advisor Services Manager. In these roles, Amie reimagined the transition process for RIAs joining TradePMR, leveraging her past experiences in financial advisor offices.
Amie has dedicated her career to the wealth management industry. She began her career working in her father's financial advisory firm learning every aspect of a firm's day-to-day operations. Upon graduating from college, she worked as a sales associate at some of the biggest wirehouse firms in the nation, earning multiple licenses and eventually becoming an institutional bond trader. Before joining TradePMR, Amie worked as a financial advisor within Wells Fargo's Private Client Group and as a registered investment advisor. She uses the insights she gained in those roles to inform her approach with transitioning RIAs, ensuring she addresses all of their questions and helping to make their move as smooth as possible. She holds both Series 7 and Series 66 securities licenses.
Amie lives in the heart of horse country in Marion County, Florida, with her husband Mike, where they spend much of their free time caring for their numerous animals and enjoying the perks of lake life.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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