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Amy Palmer, Financial Advisor

FINANCIAL ADVISOR
Amy Palmer

CFP®, AAMS™
1072 West Santa Fe, Olathe, KS 66061opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies

About Amy

A Kansas native, I have worked in the financial services industry helping investors since 2014. I love how every person has a story, and by working together, I get to be a part of my client's stories. I work to comprehensively understand client goals, create a strategy together that enables clients to reach their goals as efficiently as possible, and then partner together through all that life brings so that we can financially navigate through it together to keep on track.

Prior to becoming a financial advisor, I served in corporate finance, real estate and financial planning roles. My family and...

Work History

  • Edward JonesJuly 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Friends UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Pets
  • Traveling
  • Golfing
  • Baseball

Team Members

  • Michelle Giffin
    Sr. Branch Office Administrator
  • Jared Leslie
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed Closed for Holiday
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(913) 764-0343

Fax

(877) 222-1412

Office Address

1072 West Santa Fe
Olathe, KS 66061opens in a new window

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