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Amy L Lowe CDFA®
Morgan Stanley
17505 W. Catawba Ave. |
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Amy joined The Stoner Group in early 2011. She has served in diverse roles on the team, from insurance liaison, to managing day to day client operations, to her current role as Financial Advisor alongside Chuck, Eileen and Chuck Jr. Amy knows that one of the greatest financial challenges a person can face is planning for retirement. She is here to help you plan, develop and implement the strategy leading to the retirement lifestyle you desire. Over the course of a life, many financial decisions have to be made. Decisions on saving, investing, spending and how much to set aside for your legacy, are just a few of the issues that need explored. Sometimes a "couple" becomes a "single". As a Certified Divorce Financial Analyst, Amy can shine some light on the many questions that will arise. She holds her Series 7 & 66 securities licenses, Life, Health and Variable Life Insurance authorities, as well as Long Term Care and Medicare licenses and CDFA®. She earned a Bachelor of Science in Human Ecology with a focus on business from the University of Tennessee, Knoxville. In her spare time, she enjoys running, watching her kids play sports and spending time at the family owned BBQ restaurant. Amy and her husband are active members at their church and support the local community through different volunteer activities. |
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800.875.1760
