Amy Knox's Location

California, United States

Amy Knox's Work

  • Senior Registered Client Associate @ Merrill Lynch
  • Director of Client Services @ Spectrum Wealth Partners (Lincoln Financial Advisors)
  • Director of Client Services @ Lincoln Financial Group

Amy Knox's Education

  • Sonoma State University

    Bachelor of the Arts (Communications)

    2003 - 2006

Amy Knox's Skills

  • Client Services
  • Life Insurance
  • Investment Advisory
  • Mutual Funds
  • Business Relationship Management
  • Wealth Management Services
  • Personal Financial Planning

Amy Knox's Summary

Amy Knox, based in California, United States, is currently a AVP, Practice Management at Lincoln Financial Network, bringing experience from previous roles at Lincoln Financial Network, UBS, Merrill Lynch and Spectrum Wealth Partners (Lincoln Financial Advisors). Amy Knox holds a 2003 - 2006 Bachelor of the Arts in Communications @ Sonoma State University. With a robust skill set that includes Client Services, Life Insurance, Investment Advisory, Mutual Funds, Business Relationship Management and more, Amy Knox contributes valuable insights to the industry. Amy Knox has 2 emails and 1 mobile phone number on RocketReach.

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