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Amy Moffatt, CFP®Rockville, Maryland Office

Amy Moffatt, CFP®
Rockville, Maryland Office

Wealth Advisor

Amy holds the CERTIFIED FINANCIAL PLANNER™ designation. She earned a Bachelor of Science and an MBA at Syracuse University and received her certification in financial planning from Boston University. She has worked as a financial professional for more than ten years. She brings great enthusiasm to financial planning and particularly enjoys making complex topics understandable for clients.

Amy and her husband raised two wonderful daughters in Bethesda, Maryland. She enjoys reading, hiking and is a committed movie and ballet fan. She loves listening to jazz and is looking forward to her favorite venues returning to normal.