Amy is a founding partner of Barlow Wealth Partners, LLC. She graduated from Centre College in 2004 and earned an M.B.A at the University of Louisville in 2007. Amy joined Barry’s team at Merrill Lynch in 2006 and is currently responsible for wealth planning.
She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor, CPWA®, a designation for experienced professionals who serve ultra-high-net-worth families, focusing on ways to decrease taxes, protect assets, and transfer wealth to the next generation. This is an advanced education program provided by the Investments and Wealth Institute™ at the Chicago Booth School of Business.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER ™ in the U.S.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor. Use of CPWA®, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.