Amy L. Pollard, FPQP™

Amy L. Pollard, FPQP™

Amy Pollard is a Financial Planning Associate and Financial Paraplanner Qualified Professional™ with Warren Averett Asset Management.

Amy’s primary responsibilities include coordinating and interacting with clients on a variety of financial matters including retirement planning, investment management and estate reviews. Amy resides in the Oak Mountain area with her husband and two children.

Education

  • Jacksonville State University
    Jacksonville, AL
  • University of Alabama at Birmingham
    Birmingham, AL

Community Involvement

  • Church of the Highlands

Ask Me About

  • The importance of setting a budget
  • How to start the process of building your financial plan
  • How to open a 529 College Savings account
  • The difference I found working with clients versus patients
  • My experience fostering a dog
  • How my two boys keep me busy
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