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Amy A. Brandts, CLU, ChFC
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A native of Northern Virginia, Amy came of age during a time of social upheaval and political activism. This spurred her decision to enter financial services in the early 80’s, because of her desire to make a difference in people’s lives.
As a Chartered Financial Consultant and Investment Advisor Representative, she teams with her clients to develop strategies to build and protect wealth and to safeguard their lifestyle.
Amy is both a Registered Representative with Cambridge Investment Research, Inc., a registered Broker/Dealer, and an Investment Advisor Representative with CIRA, Inc., a Federally Registered Investment Adviser. She has her Series 6, 63, 65, 7, 22 and 24 registrations, as well as life/health licenses in Virginia, Maryland, DC and Connecticut.An avid traveler with a sense of adventure, she loves to kayak and to scuba dive, play the piano and cheer on her husband’s 2nd career as a portrait and wildlife artist.
Amy can be reached at: abrandts@symphonyfinancial.net
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Nancy Rick, CFP™
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Nancy has worked in the financial services industry for almost 30 years. She brings to Symphony Financial a wealth of experience gained working for a mutual fund company, an investment banking firm, and an institutional money management and securities brokerage firm. Nancy is a graduate of Emmanuel College in Boston, Massachusetts, graduating Cum Laude with a BA in Sociology.
After earning her Certified Financial Planner (tm) designation in 1996, Nancy has focused on working with individual clients to establish comprehensive plans which ensure that all components of their financial lives are functionally integrated to achieve their desired goals. She is both a Registered Representative with Cambridge Investment Research, Inc., a Registered Broker/Dealer, and an Investment Advisor Representative with CIRA, Inc., a Federally Registered Investment Adviser. She has her Series 63, 65, 7 and 24 registrations, as well as life/health licenses in Virginia, Maryland.
Nancy and her husband are long-time residents of the Northern Virginia area and parents to two children. They are looking forward to having spare time when the nest is empty!
You can reach Nancy at nrick@symphonyfinancial.net |