Amy Koch Email & Phone Number
SVP, Financial Advisor @ Duncan Williams Asset Management
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Amy Koch Location
- Memphis, TN, US
Amy Koch Work
- SVP, Financial Advisor @ (June 2024 - Present)
- Vice President, Hays Financial Group @ (April 2014 - June 2024)
- Relationship Manager @ (November 2009 - April 2014)
- Regional Marketing Director @ Acuff & Associates, Inc. (January 2008 - December 2009)
- Manager of Sales Development @ (August 2003 - January 2008)
- Director of Marketing @ Equipment Support Services, Inc. (May 1999 - August 2001)
Amy Koch Education
- Christian Brothers University
BS Business Adminstration (Concentration Management and Economics)
1993-1998 - St. Agnes Academy, Memphis, TN 1989-1993
Amy Koch Skills
- CRPS®
- Retirement Planning
- Financial Advisory
- Retirement Plan Consulting
- Qualified Retirement Plans
- 401k
- Investments
- Asset Allocation
- Series 65
- Series 7
- Series 63
- Series 6
- Health and life insurance - multiple states
- Employee Benefits
- Mutual Funds
- Pensions
- FINRA
- Defined Benefit
- Variable Annuities
- CPFA
Amy Koch Summary
- Amy Koch, based in Memphis, TN, US, is currently a SVP, Financial Advisor at Duncan Williams Asset Management. Amy Koch brings experience from previous roles at B. Riley Wealth Management, John Hancock Financial Services, Acuff & Associates, Inc. and First Mercantile. Amy Koch holds a 1993 - 1998 BS Business Adminstration in Concentration Management and Economics @ Christian Brothers University. With a robust skill set that includes CRPS®, Retirement Planning, Financial Advisory, Retirement Plan Consulting, Qualified Retirement Plans and more. Amy Koch has 2 emails and 10 mobile phone numbers on RocketReach.
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Top Duncan Williams Asset Management Employees
Alex Snyder
Vice President, Financial Advisor
Memphis, TN, US
Tripp Bennett
Vice President
Memphis, TN, US
David Scully
President
Memphis, TN, US
Jackson Greer
Associate Vice President
Memphis, TN, US
Kyle Gowen
Duncan Williams Asset Management
Memphis, Tennessee, United States
Kyle Gowen
Chief Investment Officer
Memphis, TN, US
Timothy Meggs
Operations Manager, First Vice President
Germantown, TN, US
Peyton Wade
Senior Vice President
Memphis, TN, US
Colby Ring
Financial Advisor | Associate Vice President
Memphis, TN, US
Evan Schmitt
Asset Management Intern
Boston, MA, US
Wesley Mims
Financial Advisor | Associate Vice President
Memphis, TN, US
Jack Eason
Investment Analyst
Memphis, TN, US
James Chaney
Associate Vice President
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