Amy Allen is a Senior Client Service Associate at SEIA, bringing years of experience in both the financial and service industries. She supports advisors and clients with a personable, detail-oriented approach—helping to ensure each interaction is handled with care, accuracy, and professionalism. Amy’s dedication to high-quality service helps foster lasting relationships, contributes to a seamless client experience, and supports clients as they work toward their personal and financial goals.
Outside of work, Amy enjoys spending time with her daughter and family, being with her dog and horses, going to sporting events, and reading.
Amy holds a Bachelor of Specialized Studies degree in Marketing and Management, with a focus on Communication. She is currently studying for the SIE (Securities Industry Essentials) and Series 7 exams to further expand her knowledge in financial services.