For more than 20 years, Amy has been assisting clients with their long-term goals while continuing to support their daily needs. Working closely with her team, Capital CS Group, Amy cohesively provides high-quality client service and integrated wealth management solutions that simplify and enhance the quality of her team’s clients’ lives. Amy became a Client Service Associate in 1999 and obtained her Series 7, 63, 65, 31 and Insurance License in 2005. Amy is an innovative leader for new cutting-edge client services. Prior to joining the Capital CS Group, Amy served as the UBS Branch Technology Liaison. She began her career as a receptionist at Smith Barney in 1999 and was promoted to a Cl