PROFESSIONAL PROFILE
For domestic partners and members of the lesbian, gay, bisexual and transgendered community, effective wealth management is paramount. Addressing your complex financial needs successfully will require a strategy that goes beyond investment advice to integrate retirement strageties, estate planning issues, banking, trust and other considerations. At Merrill Lynch, we understand the importance of building an advisory team that understands the unique challenges you face.
The reality is that, for wealth management purposes, is that you and your partner are treated not as a couple, but as two single people who do not have the same rights and benefits as a married couple. And without a strategy in place, you run tremendous risks - In areas such as tax benefits, retirement and estate planning - because your committed relationship is not presently recognized under federal law or by the law of most states. The team of professionals can help you make informed decisions, ensure a secure financial future and work to make sure your legacy is carried out according to your wishes.
Amy is an active member of the LGBT community. Her business is focused and passionate about serving the financial needs of the LGBT community throughout many parts of the United States. She is socially active in Takeover Lehigh Valley, Pennsylvania Diversity Network, Metropolitan Community Church, FACT, Reading Pride, PFLAG, Co-County Wellness, and serves on the Board of Pride of the Lehigh Valley. Her and her partner of 13 years reside in Lower Macungie Township with their 3 dogs and cat.
Merrill Lynch has a corporate commitment to the LGBT community:
2007 HRC Corporate Equality Award Winner. Since 2005, Merrill lynch has maintained a perfect 100% score on the HRC Corporate Equality Index
The Advocate recognized Merrill Lynch in 2006 as one of the most gay-friendly firms in the U.S.
Merrill Lynch nationally supports:
Human Rights Campaign (HRC)
Lambda Legal
Gay & Lesbian Alliance Against Defamation (GLAAD)
Gay, Lesbian, Straight Education Foundation (GLSEN)
National Center for Lesbian Rights (NCLR)
PFLAG
Empire State Pride Agenda
Out & Equal
Matthew Shepard Foundation
Gay Men's Health Crisis
LA Gay & Lesbian Center
Stonewall Community Foundation