7309

Find a Financial Advisor in Orlando

About Amy

As our Business Development Officer, Amy’s work focuses on providing our clients with an excellent experience. From onboarding to ongoing communication, she plays a significant role in the relationships we nurture at Carson Wealth. She is also a Notary Public for the State of Florida.

Amy graduated from Carson Newman University with a BS in Business Administration and began working in retail, our family business in Central Florida. Selling the business in 2010 prompted her to take a look at a career she always had an interest in, Financial Planning. She joined in 2012 as a Registered Administrative Associate and her current role is Business Development Officer.

She loves spending time with her family, husband Scott, daughter Gracie and their two dogs, Sophie and Molly. Whether it’s spending time on the lake, watching RomCom movies, her husband has gotten her into Historic war movies too, or traveling the world together, family time is the best.

Favorite food:

Pizza

Best piece of financial advice received:

Stay the course, follow the plan.

Favorite quote:

”Nothing is impossible, the word itself says ‘I’m possible’!” Audrey Hepburn

If you could meet anyone, past or present, it would be:

Jesus

Favorite book:

The Psychology of Winning

Favorite movie:

Ratatouille

Favorite TV show:

Frasier, an oldie but goodie

What motivates you:

Helping others pursue their goals.

Favorite holiday:

Thanksgiving

Place you’d most like to visit:

Australia and New Zealand

Biggest accomplishment:

Raising a fantastic, awesome, young lady, their daughter Gracie.

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.