Amy Wasser joined Edward Jones as a financial advisor in 1999 in Pleasant Hill, Calif., where she continues to partner with individual investors today.
Wasser has served in a number of regional leadership roles, including recruiting leader, WINGS (Women’s Initiative for New Growth Strategies) recruiting leader, field trainer leader, new financial advisor support specialist and level leader. She currently assists the region with client service excellence strategies as a client solutions leader.
She has attended the Edward Jones Women’s Conference, an annual event that recognizes the success of the firm’s top women financial advisors.
In September 2016, Wasser was asked to serve in an advisory role for the Edward Jones Investment Policy Committee. In this role, she provides insight on how the firm’s guidance and advice can help clients work toward achieving their long-term financial goals.
Wasser earned a bachelor’s degree from Colorado State University and holds the Accredited Asset Management Specialist (AAMS?) and Certified Financial Planner (CFP?) professional designations.
As an active member in her community, she has served as past president and is a member of the Rotary Club of Pleasant Hill. She also serves on the Pleasant Hill Rotary Foundation Board.