Amy Gelo
Wealth Consultant
The planning work behind every client meeting, across budgeting, planning and investment management.
Amy began her financial services career in 1994 with Prudential Securities before joining A.G. Edwards in 1998. Over her three-decade career, she has held diverse roles spanning client service, financial advisory, operations management, and governance. This comprehensive background gives Amy a 360-degree perspective on financial management, allowing her to deliver thoughtful, tailored solutions that help clients achieve their goals.
Amy Gelo prepares the planning work behind every client meeting. Before a review she runs the analysis, so the advisors arrive with the numbers in front of them and the meeting can go to the decisions.
Her work spans budgeting, retirement income planning and investment management.
CA Insurance License #4375798
Series 7, 99, 9, 10, 63, 66
Deeply committed to her local community, Amy is an active member of the Garden Club of Long Valley. Outside the office, she enjoys gardening and reading, and lives in Long Valley, NJ, with her husband, Joe, their son, Chris, and their dog, Harley.
