Focus

With more than 30 years’ experience in financial services, I focus on helping clients in identifying objectives, developing appropriate portfolios and working toward goals such as retirement income, estate planning strategies or charitable giving.

Education & Professional Achievements

• Bachelor of Arts, Economics, Emory University

• Graduate Degree, Banking, University of Wisconsin-Madison

• Master of Science, Personal Financial Planning, with honors, College for Financial Planning

• Certified Investment Management Analyst Education and Designation (CIMA^®), The Wharton School Aresty Institute of Executive Education, University of Pennsylvania

• CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards

• Certified Private Wealth Advisor (CPWA), Yale School of Management, Yale University

• Chartered Mutual Fund CounselorSM (CMFC^®), College for Financial Planning

• Chartered Retirement Planning CounselorSM (CRPC^®), College for Financial Planning

• Chartered Advisor in Philanthropy, American College of Financial Services

Community Involvement

• Paducah Film Society/Maiden Alley Cinema, President 2002–2004

• Paducah Symphony Orchestra, President 1999–2002, 2011–2013, Board of Directors

• Paducah Rotary Club, President 2015–2016, Paul Harris Fellow

• The 2017 Rotarian of the Year award was bestowed by the Rotary Club as a result of philanthropic and/or community efforts

• The 2016 Leadership Paducah Outstanding Alumnus Award was bestowed by the Leadership Paducah Alumni Association as a result of philanthropic and/or community efforts

• Community Scholarship Program, Chairman, 2010–2013

We believe our value to clients is being a dedicated resource they know and trust. Using our perspective, we help our clients reach their goals by leading the conversation to address their key concerns.


Forbes Top Women Wealth Advisors Best-In-State¹
In 2023 and 2024, Amy M. Roof has been named as one of the Forbes Top Women Wealth Advisors Best-in-State. 

Forbes Best-In-State Wealth Advisors² 
In 2024 Amy M. Roof has been named as one of the Forbes Best-In-State Wealth Advisors for 2024. 

Forbes Top Next-Gen Wealth Advisors Best-In-State
In 2019 and 2022, Amy M. Roof has been named as one of the Forbes Top Next-Gen Wealth Advisors Best-In-State. 


 

Forbes Top Next-Gen Wealth Advisors
In 2020 and 2021, Amy M. Roof has been named as one of the Forbes Top Next-Gen Wealth Advisors. 



Focus

A cornerstone of investment planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. My guiding principal is to provide objective and effective financial advice and guidance— with the highest level of professional service—in building and preserving wealth for my clients.

Education & Professional Achievements

• Bachelor of Science in Business Administration & Political Science, Murray State University

• Masters of Personal Financial Planning, College for Financial Planning

• Certified Financial Planning Education, Northwestern University

• CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards

• Certified Private Wealth Advisor (CPWA^®), Yale School of Management and Investments & Wealth Institute

• Certified Investment Management Analyst Education and Designation (CIMA^®), Yale School of Management and Investment and Wealth Institute

• Chartered Retirement Planning CounselorSM (CRPC^®), College for Financial Planning

• Chartered Advisor in Philanthropy, American College of Financial Services

• Retirement Income Planning Counselor^TM, (RICP^®), American College of Financial Services

Community Involvement

• President, Paducah River City Business & Professional Women 2014–2015

• McCracken County Convention and Visitors Bureau Board, 2008–2011

• President Paducah Hospitality Association 2010

• 2009 Bobbi Holman Award Winner was bestowed by Bobbi Holman as a result of philanthropic and/or community efforts

• 2017 BPW Service with a Passion Award was bestowed by BPW as a result of philanthropic and/or community efforts

• Member of PEO Chapter P

• Board Member Mercy Health Foundation - Lourdes 2019 - present

• Awarded Duchess of Paducah – 2020

I enjoy traveling with my husband Matt. Being a mom is the best part of everything I do and enjoying spending time with our children Kathryn, Tanner, Cambree and Ryder.

1 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.


2 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 


3 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing material. 2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.


4 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). Fee paid for use of marketing materials. 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.

As the Financial Consultant for the team, I work to ensure efficiency and execution of our strategies.

Educational and Professional Achievements

• Bachelor of Science in Telecommunications Systems Management, Murray State University, 2011

• Masters of Business Administration, University of Kentucky, 2023

• Accredited Asset Management Specialist (AAMS™), College for Financial Planning

• Wells Fargo Advisors

  Managing Director – Divisional Business Manager, 2018-2022

  Vice President – Strategic Insights Manager, 2016-2018
  Assistant Vice President – Strategies and Channel Development, 2012-2016

Community Involvement

Murray Alumni Corporation of Sigma Phi Epsilon

• Board of Directors 2013-Present

• President 2021-Present

Murray State University Alumni Association

• Board of Governors 2023-Present

Personal

I am an avid sports fan, and take advantage of any chance I get to attend a college basketball or Major League Baseball game.  I’m an active Rotarian, and remain heavily involved with Murray State University and Sigma Phi Epsilon.  My wife, Kelly, and I enjoy traveling and attending concerts and sporting events together.

Becky began her financial services career in 1995 working for a local bank and joined the A.G. Edwards & Sons office, now Williams & Roof Wealth Management Group in 2004. 

Becky has over 27 years of financial industry experience. Her focus is on efficiency and providing clients with superior client service.

Becky is a graduate of Shawnee Community College earning an Associates of Applied Science degree in accounting. She has also obtained her FINRA Series 7, Series 3, and Series 66 securities registrations as well as Life, Health, and Annuity Insurance Licenses. Becky also completed the Chartered Retirement Planning Counselor and Accredited Asset Management Specialist certifications with the College for Financial Planning. 

She likes to spend most of her spare time outdoors. Becky enjoys working out, playing golf, camping, traveling, and rooting for her favorite football team the Pittsburgh Steelers. Becky resides in Lone Oak, KY, with her husband Jason, while her stepson Chandler resides in Nashville, TN. Becky is also involved in the community and her church and volunteers regularly.  Helping others and giving back is very important to her.