Meet Amy
As our Chief Financial Officer, Amy brings a remarkable blend of expertise and dedication to ensuring our clients receive an exceptional experience. From the moment they come on board to the ongoing support we provide, Amy is instrumental in cultivating the strong, enduring relationships we value here at Carson Wealth. In addition to her pivotal role in financial management, she is also a certified Notary Public for the State of Florida.
Amy earned her Bachelor of Science in Business Administration from Carson-Newman University and began her career in the family retail business in Central Florida. After selling the business in 2010, she redirected her focus toward a field she had always been passionate about: Financial Planning. She joined our team in 2012 as a Registered Administrative Associate and has since advanced to her current position as Chief Financial Officer.
Outside of work, Amy treasures time with her family—her husband Scott, their daughter Gracie, and their beloved dog, Sophie. Whether they’re enjoying serene moments on the beach, indulging in RomComs (with a newfound interest in historic war films, thanks to Scott), or exploring new destinations around the globe, family time remains her greatest joy.
Amy Cadwell is not registered with Cetera Advisor Networks, LLC. Any information provided by this individual is provided on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.