Amy Smith-Dwyer is the founder of Amy Elizabeth Services, LLC. With nearly a decade of experience in financial services, she launched Amy Elizabeth Services, a family wealth management services company, as a solution to address client’s increasingly complex cash management needs.
Amy started her career with Fidelity Investments in 2005 working in their Institutional Account Management Services group. She was quickly promoted to management as a Client Experience Coach showing Financial Service Representatives how to streamline and achieve an outstanding client experience. In 2009, she moved to New York City and became an award winning Private Client Specialist with Fidelity’s Personal Wealth and Investments division at their flagship Park Avenue office. She partnered with the firm’s #1 ranked advisor and served as the point of contact for a $9 billion book of business.
In 2011, Amy was recruited to Manager of Operations with 485 Services Company, a family office wealth management firm. She designed, executed and monitored operational processes related to trusts, estates, charitable organizations, retirement entities and family investment partnerships. Amy served as a liaison coordinating legal, accounting and investment services to select high net worth clients and their families.
At the start of 2013, Amy launched Amy Elizabeth Services, LLC, as a solution to address client’s increasingly complex cash management needs that are unable to be offered by a Registered Investment Advisor. Amy Elizabeth Services, LLC currently has $650 million under administration.
