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Amy W
Series 63, Series 65
Clinton, NC
Raymond James Financial
Amy West is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. Her career includes roles at PineTrust Wealth Partners, LLC, Raymond James Financial Services Advisors, Inc., Wall Street Investments, and PNC Bank. She also works as a senior registered client service associate at PineTrust Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work, and delivers specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.
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