Amy Hart

Amy Hart is a long-standing member of the Wealth Management Strategies, Inc. team, serving as their Client Service Manager.12 Here are some key details about Amy Hart:

Professional Background

Amy has been with Wealth Management Strategies, Inc. since 1997, accumulating over 25 years of experience with the firm.12 Her role involves:

• Managing client relations and account services
• Assisting clients with questions and requests
• Serving as a Financial Paraplanner Qualified Professional™
• Acting as a Notary Public

Qualifications

Amy holds the following credentials:

• Financial Paraplanner Qualified Professional™ certification
• Notary Public license

Personal Information

• Born in Pittsburgh
• Currently resides in Wexford, Pennsylvania
• Married with four children12

Amy Hart's long tenure with Wealth Management Strategies, Inc. and her role as Client Service Manager indicate she plays a crucial part in maintaining client relationships and ensuring smooth operations for the firm. Her professional certifications and experience in financial services make her well-equipped to handle client needs and provide support in various aspects of wealth management.