Edward Jones - Financial Advisor: Amy Sullivan, CFP®|AAMS®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Amy Sullivan is a financial advisor based in Wabash, Indiana, affiliated with Edward Jones. She provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-efficient investment management. As a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS®), Amy focuses on delivering personalized financial guidance through face-to-face consultations. Her practice is dedicated to helping individuals and families achieve their financial goals and build long-term wealth.

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