Amy Secor, CFP®, AIF®

Experience

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  TIAA

  Sept 1999 - Apr 2022

  Sr Wealth Management Advisor

  As a Senior Advisor, my team’s role is to ensure that each of our clients receive unique, personalized, and ongoing planning for their retirement. Through a disciplined planning process, we help address concerns such as mitigating risk in our client’s portfolios, income management during retirement, incapacity and legacy planning to promote portfolio longevity. TIAA‘s not-for-profit heritage creates a unique advantage in working with our company. Our approach is to always put our client’s interests first as we help them plan for the future. We can help you think about your money in different ways and show you efficient ways to increase the net worth for yourselves, family, and charities. Show less

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  WestSide Baby

  Jul 2016 - Jun 2019

  Board Member
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  Mariner

  Apr 2022 - now

  Senior Wealth Advisor

  As a Senior Wealth Advisor at Mariner Wealth Advisors, I listen to what’s important to my clients and then develop a 360° wealth plan to help them achieve their goals. At Mariner Wealth Advisors, we are committed to putting your interests first. As our client, you will work with a wealth team that will collaborate with in-house teams, including tax planning & preparation, insurance, estate planning and trust services, to develop a coordinated wealth management plan personalized for you. This integrated approach is designed to provide you with comprehensive advice, simplify the process and save you time. Show less