Amy Cady, CFP ®
Managing Director - Investment Officer
PIM Portfolio Manager
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.
Amy has earned the Premier Advisor distinction in 2017. This program reflects a high level of standards and is measured by business production, completion of educational components, and professionalism.
In addition to her professional experience, Amy recently completed a six-year term on the Washington County ElderCare Board and the Owasso School Board. She and her husband, Mitchell, are members at The First Christian Church of Owasso and enjoy their free time boating and trail-riding with their horses.
Amy has two children; Courtney, 25 and Tyler, 19. Courtney is married and currently lives in Chicago working her dream job at a financial services firm, and is the mother to Amy’s first grandson, Maverick. Tyler recently graduated from Owasso High School and recently obtained his Eagle Scout ranking with the Boy Scouts of America. He is currently studying Finance at the University of Tulsa.