Amy Cady, CFP ®
Managing Director - Investment Officer
PIM Portfolio Manager
Amy Cady is the holder of the CERTIFIED FINANCIAL PLANNER™ certification. Amy began her career as a financial advisor at Arvest Asset Management in 1995, and in 2007, she joined A.G. Edwards & Sons, a St. Louis based brokerage firm founded in 1887. A.G. Edwards & Sons became part of the organization now known as Wells Fargo Advisors, where Amy is currently serving as a Managing Director-Investment Officer, and her team manages over $280MM.
Amy has earned the Premier Advisor distinction from 2011 - present. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Amy has completed the necessary training and met the stringent criteria required to earn Wells Fargo Advisors' Private Investment Management (PIM) Portfolio Manager Designation.
The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
In addition to her professional experience, Amy recently completed a six-year term on the Washington County ElderCare Board and the Owasso School Board and is currently serving on the Board of Lindsey House in Tulsa. She and her husband, Mitchell, enjoy their free time boating and trail-riding with their horses.
Amy has two children; Courtney, 27 and Tyler, 21. Courtney is married and currently lives in Chicago, where she works for a portfolio management firm. Courtney and her husband, Michael, have two sons, Maverick and Archer Cade. Tyler recently graduated from Owasso High School and recently obtained his Eagle Scout ranking with the Boy Scouts of America. He is currently a sophomore at the University of Tulsa, studying towards a Finance degree.
This information is intended for use only by residents of (AR, AZ, CA, CO, FL, GA, KS, MO, NC, OH, OK, OR, TX, VA, WA).