Amy Roberts, CRPC®, AAMS®
Assistant Vice President, Financial Advisor
Amy joined Seventy2 Capital from Ameriprise Financial where she advised clients on retirement income and planning strategies, estate planning strategies, charitable giving, family finances and education savings. She has a focus on helping women achieve their financial goals which has led to recognition as a Women’s Choice Award Financial Advisor consecutively from 2014 – 2018 and to regular invitations from women’s groups to educate on the topics of investment management and personal finances.
Amy has been selected as a Five Star Wealth Manager between 2015 – 2017 and 2019 – 2021*. She was featured in the October/November 2021 issue of Fortune Magazine’s Women in Wealth section. As a result of her dedication to the profession and increasing her wealth management knowledge, Amy has earned the Chartered Retirement Planning CounselorSM (CRPC®) and the Accredited Asset Management SpecialistSM (AAMS®) professional designations.
Amy graduated from Towson University with a Bachelor of Science in Psychology. Her personal passions are traveling, wine tasting and supporting the Fallston Animal Rescue Movement.
* Surveys conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the Baltimore area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. The Five Star award is not indicative of the wealth manager's future performance. For more information: See fivestarprofessional.com/wmdisclosures. 2,029 Baltimore-area wealth managers were considered for the award; 237 (12% of candidates) were named 2021 Five Star Wealth Managers. 2020: 1,898 considered, 234 winners; 2019: 1,865 considered, 265 winners; 2017: 1,093 considered, 355 winners; 2016: 1,215 considered, 356 winners; 2015: 1,749 considered, 412 winners.
The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.