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portrait of Amy Shreve
FINANCIAL ADVISOR

Amy Shreve

CFP®
10 S Main St, Miamisburg, OH 45342opens in a new window
Accepting New Clients
CallSend Me a Message

About Amy

Since high school, I have known that my life's work is helping other people live their best life. Often, our worries and anxiety around finances keep us from doing that. As an Edward Jones financial advisor, I work with clients to understand where they are financially, envision where they want to be and create a strategy get there. Working together, I help clients reach their goals and be free to take advantage of the opportunities they choose.

My team at Edward Jones is committed to providing a customized experience. We bring together knowledge and tools so that clients have quality choices...

Focus Areas

  • New Investors
  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Sustainable investing

Work History

  • Edward JonesNovember 2021 to Current
  • Self - EmployedSeptember 2021 to October 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Lindenwood UniversityMaster of Arts

Team Members

  • Christina Lafaille
    Sr. Branch Office Administrator

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Office Information

Hours

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

Phone

(937) 859-1955

Fax

(877) 213-9848

Office Address

10 S Main St
Miamisburg, OH 45342opens in a new window

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