Amy Cady, CFP ®

Amy Cady, CFP ®

Managing Director — Investment Officer — PIM Portfolio Manager

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 her team manages over $320mm.

Amy has earned the Platinum Council distinction from 2011-2023. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. 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 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 served on the Board of 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, age 30, who lives in Madison, Mississippi, where she is a Financial Advisor for Trustmark Bank. Courtney has Amy’s two grandchildren, Maverick—6, and Archer Cade—4, with a new baby on the way! Her son Tyler is 24, an Eagle Scout, as well as having graduated 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.

CA Insurance Producer License Number [4188591]
Resident State OK License Number [103352]
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