Amy Cady, CFP^®

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 as of April, 2025 her team manages over $800mm.

Amy has earned the Platinum Council distinction from 2008-2025*. 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 is not appropriate 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 Boys & Girls Club of Bartlesville. She has also served 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 has previous board service with 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, who lives in Mississippi and has Amy’s three grandchildren. Her son Tyler is newly married after graduating from the University of Tulsa with a Finance degree. He is currently a Market Reconciliation Analyst with Community Care in Tulsa.

Amy enjoys traveling, US Historical and Genealogy research, and is a member of the Daughters of the American Revolution. She and her husband have horses & cattle and enjoy a small hobby farm, in addition to spending time at the lake and with family.

CA Insurance License Number: 4188591. Resident State OK

*2024-2025 Platinum Council disclosure:

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

*2008-2023 Platinum Council disclosure:

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.