Advisor at Cwm, Llc
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Cetera Investment Advisers Llc
2023 - Present (3 years)
Cetera Wealth Services, Llc
2018 - Present (8 years)
Cwm, Llc
2018 - Present (8 years)
Armstrong Purselley Wealth Management Group
2017 - Present (9 years)
Apw Group Management, Llc
2017 - 2023 (6 years)
First Financial Equity Corporation
2008 - 2018 (10 years)
Series 66
Cleburne, TX
Edward Jones
Series 66
Cleburne, TX
Edward Jones
CFP®, Series 66
Granbury, TX
Edward Jones
Series 66
Joshua, TX
Edward Jones
Series 63, Series 66
Joshua, TX
Edward Jones
Series 66
Alvarado, TX
Merrill
Amy Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families pursue their long-term financial goals through personalized wealth management strategies. Her client specialties include family wealth management, women and wealth, and retirement income planning. Amy emphasizes detailed planning, disciplined and diversified portfolio construction, and defined rebalancing targets while recognizing that market timing is generally not a successful long-term strategy. Amy holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Burleson High School. She is committed to community involvement and volunteers with the Johnson County Court Appointed Special Advocate (CASA) program. Outside of her professional work, Amy enjoys boating, gardening, and horseback riding.
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