Amy Dubray

Wealth Advisor, Partner

I bring my core values of honesty, sincerity, and hard work into my financial practice. As a business owner, I know first-hand the importance of making sound investment decisions. I have experienced both positive and negative outcomes in my life that have provided me with great insight into what my clients might be facing. Viewing each person I encounter as an individual with a unique needs helps me to personalize my service. I want to know my client’s stories and use this information to provide a comprehensive strategy that is aligned with their goals. I believe in being direct, sincere, and knowledgeable in all that I do.

I hold an advanced degree in psychology from the California School of Professional Psychology. Previous to my career in financial advising, I worked in a variety of areas in the wellness field for over 10 years. I enjoy outdoor activities and spending time with my children in my free time. I have completed 18 marathons including the Boston Marathon in 2009.

My areas of focus include:

Income investment strategies with emphasis on tax-free municipal bonds
Long-term growth with average market risk
Retirement income planning
Establishing asset allocation models to match individual goals, objectives, and risk tolerance

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, FL, GA, ID, IN, MI, MN, MO, NJ, OK, SC, SD, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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