Amie is part of LPL Business Solutions, a service that provides industry-trained LPL Financial professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.
As administrative assistant to Cathy Bearce, Kim serves as your main point of contact for the following:
- Developing a thorough understanding of your accounts
- Providing answers on account activity, policies, and statements
- Assisting with any high priority escalated issues
- Answering questions surrounding the Account View tool
Amie has 13 years of experience in the financial industry. Prior to joining LPL, she worked as an office manager at GCG Wealth Management, Inc. Amie enjoys working with advisors and their clients in her role on the Admin Solutions team.
Amie enjoys spending time with family and two dogs. She has seven children and one grandson. Amie loves visiting the beach and hopes to retire there someday.