Amy is a Managing Director in the HB Family Office division. She is an advisor to ultra-high net worth families and family offices and is responsible for a wide variety of their wealth management needs. Amy customizes her advice based on lifestyle needs and legacy objectives, focusing on both the family as a whole and its individual members. She focuses on estate and gift planning, tax planning, financial planning, philanthropy, risk management and family governance. Amy’s interest in planning began at law school, and she earned the outstanding tax student designation at the University of Virginia in 1997. She then received her LLM in taxation from the University of Florida, and settled in Naples, Florida to begin her career as an estate planning attorney. As an attorney, Amy advised clients on estates and trusts, tax planning, business success planning, asset protection, entity selection and planned giving. She became a partner in the trusts and estates department of Fowler White Boggs Banker in 2004, and was chosen as one of Gulfshore Business’ 40 Under 40 that same year. Amy became a Senior Wealth Strategist in the wealth management industry in 2006. As a Wealth Strategist, she appreciated the mandate to expand beyond traditional legal advice as well as the time she could take to help her clients truly understand their planning opportunities. She found that clients who worked with her to develop this understanding were better able to communicate their objectives to their advisory team and then implement a truly optimal plan.In spite of her move to wealth management, Amy maintains her membership in the Florida Bar Association (Real Property and Probate and Tax sections), and has contributed to several publications, as an author and editor, on various planning topics.

Offering ideas and practical implementation of those ideas to high net worth individuals and families.

As a Senior Relationship Manager with PNC Wealth Management, I communicate with our High Net Worth clients so that I can best understand or help them determine their financial objectives. I then coordinate a team of specialists who provide advice to our clients in all financial matters including Investments, Banking, Trust Services and Estate Planning. I facilitate ongoing communication between the client and team to ensure the client achieves those objectives by taking advantage of all the services PNC Wealth offers.

I consult with US Trust clients to help them establish their estate plans. This includes estate tax minimization, trustee selection, retirement planning, charitable planning, asset protection and multi-generational wealth transfer.