Verified recordFinancial Services

Amy Townsend

Managing Director - Investment Officer at Wells Fargo Advisors

Based in Des Moines, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Des Moines

Industry

Financial Services

Company size

15K

Contact information

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Email

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a•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Amy Townsend

As a Financial Advisor with the CERTIFIED FINANCIAL PLANNER® designation, I am dedicated to helping my clients meet their investment goals. I specialize in managing assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building and preserving wealth to realize their life goals. My mission is to provide every client targeted, comprehensive investment advice and guidance — delivered with the highest level of professional service and integrity. I have been in the financial services industry for 18 years. I have earned the CERTIFIED FINANCIAL PLANNER® practitioner, CFP® designation, hold Series 7 and 66 securities registrations and am licensed in life and variable insurance. Please contact me by email amy.m.townsend@wellsfargo.com or by phone 515.697.5070. I cannot respond to messages through LinkedIn InMail. This information is intended for use by residents of AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, MA, ME, MN, MO, NC, NE, NH, NV, NY, OR, SC, SD, TX, UT, VA, and WI only. CA Insurance License Number 0H79388. Resident State: Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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