portrait of Amy A Holley
FINANCIAL ADVISOR
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About Amy

I have had the privilege of serving clients with Edward Jones since 1995. I feel so blessed that every day I can make a positive, meaningful impact with my clients, my community and my family. Being a financial advisor has allowed me to build tremendous relationships that span multiple generations with many of the families that we serve.

Paula Carter and Linda Provencio serve as my branch office administrators. They are a critical component of providing you and your loved ones with exceptional service. They each have 17 years of experience serving Edward Jones clients and have been rewarded numerous awards....

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJune 1995 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Gardening
  • Health & Nutrition
  • Traveling

Team Members

  • Lucas Valero
    Registered Branch Associate
  • Paula Carter
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu By Appointment Only
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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