Amy Cady, CFP ®

Amy Cady, CFP ®

Managing Director — Investment Officer — PIM Portfolio Manager

Amy is the holder of the CERTIFIED FINANCIAL PLANNER certification. She 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, which is now known as Wells Fargo Advisors, where Amy is currently serving as a Managing Director—Investment Officer and her team manages over $330mm.

Amy has earned the Premier Advisor distinction from 2011-present. This distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, 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.

Amy is currently serving on the Board of the Lindsey House in Tulsa, which helps women with children become financially independent after overcoming challenges that have left them situationally homeless. She also currently serves on the board of The Boys & Girls Club of Bartlesville. She has served on the Board of the Washington County Elder Care, Turning Point Alcohol & Drug Center as well as a six-year term for the Owasso School Board.

Amy has two grown children; Courtney, age 29, who lives in Madison, Mississippi, where she and her husband work for a Chicago-Based Portfolio Management firm. Courtney has Amy’s two grandchildren, Maverick—4, and Archer Cade—2. Her son Tyler is currently a senior at the University of Tulsa, studying finance as well and has obtained his Eagle Scout Ranking with the Boy Scouts of America.

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