As Advisor Services Manager, Amie leads the Advisor Services and Transitions teams, which work to provide white glove service to RIAs from transitioning and onboarding and throughout the relationship. Amie has been with TradePMR since 2018, initially joining as a transition consultant, where she eventually reimagined the transition process, leveraging her past experiences in financial advisor offices.
Amie has dedicated her career to the wealth management industry. She began her career working part-time 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
² 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
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