Amy Cady, CFP®

Amy Cady, CFP®

Managing Director — Investment Officer

Amy has dedicated more than three decades to helping individuals, families, and business owners pursue their financial goals through comprehensive wealth management and personalized planning. She began her career in 1995 with Arvest Asset Management and joined A.G. Edwards & Sons in 2007. Following the firm's integration into Wells Fargo Advisors, Amy continued to build a highly successful practice focused on investment management, retirement planning, and multigenerational wealth strategies. As of July 2026, her team oversees more than $1.2 billion in client assets. A holder of the CERTIFIED FINANCIAL PLANNER® certification, Amy has also earned Wells Fargo Advisors' Private Investment Management (PIM®) Portfolio Manager designation and has been recognized with the firm's prestigious Platinum Council distinction annually from 2011 through 2026*.

Known for her client-first approach and commitment to excellence, Amy works closely with clients to develop customized strategies tailored to their long-term objectives, risk tolerance, and evolving financial needs. Her experience spans retirement income planning, portfolio management, estate planning strategies, and sophisticated wealth preservation strategies. She is dedicated to building lasting relationships grounded in trust, communication, and personalized service, helping clients navigate financial decisions through every stage of life.

Beyond her professional accomplishments, Amy is deeply committed to serving her community. She currently serves on the Board of Directors for the Boys & Girls Club of Bartlesville and has previously held leadership roles with Lindsey House, Washington County Elder Care, and the Owasso School Board. Amy enjoys traveling, researching U.S. history and genealogy, and is a member of the Daughters of the American Revolution. She and her husband enjoy spending time with family, including their two adult children and grandchildren, while maintaining a small hobby farm.

CA Insurance License Number: 4188591. Resident State OK

*2024-2026 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.

*2011-2023 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.