TrueWealth provides wealth management services to individuals and families. Founded in 1999 and based in Atlanta, the advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial—and life—goals. The TrueWealth team, which manages approximately $1 billion on behalf of more than 300 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges and help them meet their important financial goals. The firm recently changed its name to TrueWealth from Windham Brannon Financial Group and continues to provide the same ongoing commitment to its clients by providing independent wealth management services. Amy has extensive experience in financial planning issues for corporate executives and directors. Amy’s responsibilities within TrueWealth include overseeing client relationships, developing planning strategies, communicating with clients, preparing financial plans, and coordinating the implementation of these plans. Amy’s strength in managing all facets of our clients’ financial needs is critical to delivering the high level service our clients deserve. Specialization Includes: - High Net Worth Individuals - Corporate Executives - Widow(er)s/Divorcees - Comprehensive Wealth Management CAREER & EDUCATION HIGHLIGHTSPrior to joining TrueWealth, Amy gained valuable experience with SunTrust Bank in Atlanta where she was a Vice President in the Private Client Division. Education and Affiliations - University of North Carolina at Chapel Hill B.S. in Business Administration with a concentration in Finance - CFP®, Certified Financial PlannerPERSONAL HIGHLIGHTSAmy is married to Jonathan Merrill, Assistant Principal of the upper school at Woodward Academy. They have 3 young boys who keep them very involved in numerous activities. They live in the Oak Grove neighborhood and are both very involved at Oak Grove United Methodist Church.