Amy Andersen Email & Phone Number
Health and Wealth Strategist @ Forsythe Findley Wealth Advisors
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Amy Andersen Location
- Kansas City, MO, US
Amy Andersen Work
- 2025 -now Health and Wealth Strategist @
- 2019 -2023 Compliance Analyst @
- 2016 -2019 Agency Supervisory Officer (ASO) @ HighPointe Financial Group, LLC
- 2015 -2016 AVP, Financial Solutions Advisor @
- 2013 -2015 Financial Advisor @ Velocity Financial Group
- 2009 -2015 Field Representative, Financial Advisor @
- 2011 -2013 Agency Control Officer (Compliance) @ Woody Financial Group, Inc.
- 2005 -2009 Personal Account Executive @ Twin Financial Inc
- 2000 -2005 Stock Broker @
Amy Andersen Education
- University of Central Missouri (formerly Central Missouri State University)
Bachelor of Science in Business Administration - Finance (BSBA in Functional Finance)
Amy Andersen Skills
- Life Insurance
- Income Protection
- Disability Insurance
- Investments
- 401k
- Investment Strategies
- Wealth Management
- Cash Flow
- Retirement Planning
- Wealth Accumulation
- Retirement
- Mutual Funds
- Estate Planning
- Long Term Care Insurance
- Health Insurance
- Variable Annuities
- Fixed Annuities
- Managed Money
- Risk Assessment
- Separately Managed Accounts
- Risk Management
- Financial Planning
- Securities
- Team Building
- Finance
- Training
- Management
- Coaching
- Business Continuity Planning
Amy Andersen Summary
- Amy Andersen, based in Kansas City, MO, US, is currently a Health and Wealth Strategist at Forsythe Findley Wealth Strategies. Amy Andersen brings experience from previous roles at Prosperity Network of Advisors, HighPointe Financial Group, LLC, Merrill Edge and Velocity Financial Group. Amy Andersen holds a Bachelor of Science in Business Administration - Finance in BSBA in Functional Finance @ University of Central Missouri (formerly Central Missouri State University). With a robust skill set that includes Life Insurance, Income Protection, Disability Insurance, Investments, 401k and more. Amy Andersen has 1 mobile phone numbers on RocketReach.
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Top Forsythe Findley Wealth Advisors Employees
Jeffrey Plummer
President
St. Louis, MO, US
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Alyssa Hilderbrand
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Ryan Robinson
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Milos Vranic
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