Amy Wallace

Background

About Amy Wallace

I have more than 20 years in the banking financial services industry. I joined Merrill Lynch in 2015. Today, I leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America. I have a deep understanding of the often complicated financial needs of entrepreneurs and business owners — from financing and growing a business, to succession strategies, and employee benefits. My approach is consultative and committed to excellence. First, I take the time to listen to client financial situations, preferences and goals, including time horizon, liquidity and risk tolerance. Second, I offer recommendations designed to pursue each client’s income and growth objectives. Then, I follow up with discussions covering a wide range of services. I thrive on the aspects of my job that allow me to make connections through very interactive business development as I truly enjoy working for and with others. In my spare time, I am working to write a sci-fi fantasy novel with my husband while wrangling my two teenage sons' schedules. However, I take the advice of Katherine Hepburn,"I never lose sight of the fact that just being is fun." Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and member SIPC, and other subsidiaries of Bank of America Corporation (BofA Corp.).Banking products are provided by Bank of America, N.A, member FDIC and a wholly owned subsidiary of BofA Corp.Investment products:Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value