Advisor profile


My approach

Amy L Smith - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Amy L Smith - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Investments
  • Women's Financial Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor SM

Education

  • BS in Finance, Walsh College 1996

Interests

  • I have 3 very active teenagers Ashley, Tiffany and Thomas
  • I enjoy traveling, golf and spending time with my friends and family
  • I am passionate about helping working women find a healthy balance between work & home life
  • I am honored to support local charities and events that benefit my community
  • I feel is it my duty and responsibility to help teach the next generation financial responsibility

Community participation

The November 21 - 25, 2016 Investment News Publication was named the Women's Issue. It included a special feature called "The 20 most influential women to watch in 2016". Amy was chosen as an honoree by the Investment News selection committee and received her award and recognition at a special luncheon at the Pierre hotel in NYC in March 2017.

  • St. James Catholic Church in Novi - Finance Committee member
  • Supporter of the Novi School's Athletic Boosters

Awards & recognition

  • Five Star Wealth Manager, 2012-2019
  • Ameriprise Circle of Success, 2000-2019
  • Ameriprise Diamond Ring Award, 2013-2014
  • Working Mother Top Wealth Advisor Moms, 2018-2019
  • Forbes Top Women Wealth Advisors, 2018-2020
  • Forbes Best-in-State Wealth Advisors, 2019-2020

Honored to be recognized Forbes

I'm proud to announce that I'm one of Forbes Top Women of Wealth Advisors for 2020. This award spotlights top advisors across the U.S., and I'm honored to be recognized. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I'd like to thank my hard-working team and our loyal clients for making this recognition possible!