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Amy Danielle Riley

Advisor at Raymond James Financial — Weldon Spring, MO

Updated today

Credentials

Series 63, Series 66

Experience

19 years

Location

Weldon Spring, MO 63304

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,461

Across 2,959 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Amy Riley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of her advisory role, Riley participates in a high school booster club, assisting with fundraising and program administration. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Weldon Spring, MO

5991 S Highway 94

Weldon Spring MO 63304

Advisors at this office

1

Most active in

Missouri

Work history

19 years of industry experience

Raymond James Financial Services Advisors, Inc.

2025 - Present • 1 year

St. Charles, MO

Raymond James Financial Services, Inc.

2025 - Present • 1 year

St. Charles, MO

Unemployed

2024 - 2025 • 1 year

Cottleville, MO

FIDELITY Personal and Workplace Advisors

2018 - 2024 • 6 years

Boston, MA

Strategic Advisors LLC

2016 - 2018 • 2 years

Chesterfield, MO

FIdelity Brokerage Services LLC

2015 - 2024 • 9 years

Chesterfield, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning General tax planning Engineering Professional Gen X (Born 1965-1980)
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Chad C

Series 63, Series 65

O'Fallon, MO

Centorbi Financial Group, Inc.

Chad Centorbi is the principal of Centorbi Financial Group, Inc., an independent advisory firm based in O'Fallon, Missouri. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including seven years at Silver Oak Securities, Inc. Outside of his advisory work, Centorbi serves on the investment committee for the Academy of the Sacred Heart School endowment fund and leads a tax and consulting business. Centorbi Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, offering managed accounts with discretionary and non-discretionary options. The firm’s investment approach includes asset allocation, dollar-cost averaging, and both long- and short-term holdings, with client portfolios held at an independent custodian.

Income planning Retirement income strategy General estate planning guidance
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Curtis S

Series 63, Series 65

Wildwood, MO

Sawyer Capital Management

Curtis Sawyer is the sole advisor at Sawyer Capital Management in Wildwood, MO, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Sawyer Capital Management since 2007. Since 2010, he has also been associated with Webster University. Sawyer Capital Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and sponsors of pension and profit-sharing plans. The firm’s investment approach is based on Modern Portfolio Theory and a passive, asset-class strategy using no-load mutual funds and ETFs, supported by written investment policy statements, Monte Carlo analysis, and periodic rebalancing. It offers a combination of individual wealth management and formal retirement-plan consulting services, including plan-level analysis and participant education.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Gregory L

Series 63, Series 65

Wildwood, MO

Livingston & Associates, Ltd.

Gregory Livingston is the sole advisor at Livingston & Associates, Ltd., an independent wealth management firm based in Wildwood, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Livingston has managed his firm since 2001. Livingston & Associates serves primarily individual clients, including some high-net-worth households, and a limited number of corporate retirement-plan clients. The firm emphasizes a passive-management approach with portfolio management, financial planning, insurance offerings, and occasional business consulting, and distinguishes itself by providing insurance brokerage services and strategic relationships for legal, accounting, and banking needs.

Wealth management General retirement planning Income planning Life insurance needs analysis
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Christopher A

CFA®, Series 66

Marthasville, MO

1035 Capital Management LLC

Christopher Abbott is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is the principal advisor at 1035 Capital Management LLC and has previously worked at Argent Capital Management. Abbott also serves as an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back office support for financial advisors. 1035 Capital Management LLC offers discretionary portfolio management to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a Small Cap Core strategy that integrates bottom-up fundamental analysis with macro, sector, and technical factors, alongside specialized strategies in preferred securities and commodity trend following.

Active portfolio management Concentrated stock management
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Christopher S

Series 63, Series 65

Weldon Spring, MO

Starkey & Associates, Inc.

Christopher Starkey is the sole advisor at Starkey & Associates, Inc. in Weldon Spring, MO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Starkey & Associates since 1984. Outside of his advisory work, Starkey is the owner of Ozark Mountain Boys, Inc., a music-related business. Starkey & Associates, Inc. serves a small client base including individuals, pension plans, trusts, and business entities, managing approximately $25 million in assets. The firm employs a common-sense approach using fundamental analysis and a mix of long- and short-term strategies without margin trading, managing accounts on a non-discretionary basis with client trade approval.

Options & derivatives strategies
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