Associate Wealth Advisor
Amy C. Arnott, CFA
As an associate wealth advisor for Buckingham Strategic Wealth, Amy Arnott brings a thoughtful, analytical approach to her work and draws on a wealth of experience in investment research. She helps clients achieve their financial goals by putting together detailed financial projections and digging into their portfolios to get a complete picture of their asset allocations and risk profiles. She also enjoys meeting with clients to learn more about their unique situations, values, and goals.
Before joining Buckingham in 2018, Amy spent more than 25 years at Morningstar, an investment research firm based in Chicago. Her many roles included director of corporate finance and strategy, director of investor relations, direct of securities analysis and senior equity analyst.
Amy received a Bachelor of Arts in English and French from the University of Wisconsin and is currently enrolled in the CFP® certification program at Boston University. She also holds the Chartered Financial Analyst® designation.
Amy and her husband Roger have two college-age sons and one dog. Outside of work, she enjoys traveling with her family, reading, and cooking.