Amy Townsend, CFPSenior Financial Advisor
First Vice President - Investments
As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER TM professional, I work with my clients to develop and implement strategies for building and preserving wealth to realize their life goals. I listen to my client’s need and provide targeted, comprehensive financial advice and guidance — delivered with the highest level of professional service and integrity. Additionally, my clients will have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust Services, and Insurance as well as various customized and more traditional lending products.
I have been in the financial services industry for 17 years. I worked as a Wealth Advisor for four years with McGladrey & Pullen, a CPA Firm, in both Minneapolis and Southern California regions as well as Principal Financial Group in Des Moines, IA prior to joining Wells Fargo Advisors. My office was located downtown Los Angeles within the Wells Fargo Private Bank location until my family relocated to Des Moines, IA in 2018. I now work with clients across the nation to help them achieve their goals for their families. I graduated with Honors and Distinction from the University Of Iowa Henry B. Tippie College Of Business with degrees in Finance and Management. I have been recognized in Forbes Best-In-State Wealth Advisors* in 2021 and 2022, Working Mother Magazine Top Wealth Advisor Moms* list in 2019 and 2020, Forbes Top Next-Gen Wealth Advisors* in 2018, 2019, 2022 and 2023 and Forbes Best-In-State Women Advisors* in 2023. My team was recognized as Forbes Best-In-State Wealth Management Teams* in 2023.
With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM practitioner designation from the College for Financial Planning. For this designation I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. In addition, I hold Series 7 and 66 securities registrations and am licensed in life and variable insurance.
My life mission is to work with my clients to plan for their financial future. And my commitment to others doesn’t end there, as I am also an active member of the local community. I volunteer both downtown Los Angeles and downtown Des Moines shelters and women’s outreach programs, specifically focusing on bringing hope and joy to children experiencing homelessness. I am also actively involved in our church and the local school district. Away from the office, I enjoy spending time with my children, being outdoors, doing CrossFit and traveling. My husband and I live in the Waukee area with our children: Prisais (10), Freya (7) & Azariah (2).
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
CA Insurance Lic #OH79388