A Dedicated Financial Advisor
Working to Educate Clients about their Finances
Amy Byars is the President and Wealth Advisor who operates Amy Byars Financial, LLC in Charlotte, North Carolina. She is well-respected and has earned meaningful recognition in the industry. Amy’s practice is powered by LPL Financial, the #1 independent broker/dealer in the US. (As reported by Financial Planning magazine, June 1996-2013, based on total revenue.) With the vast resources of LPL Financial, and no proprietary products, Amy’s practice specializes in financial and life planning for individuals, families and businesses at all stages of financial independence. Her passion is helping others work toward economic success and financial independence with a comprehensive approach and implementation protocol. Amy prides herself on delivering solid, unbiased advice, meaningful research, easy access to value-added investments and services, and unparalleled client service. She strives to help clients grow their investments but also deliver solid planning that works to protect loved ones in the event of death and disability, helps her clients strive to create a worry-free retirement, while still protecting their dignity and independence for a lifetime.
With over 14 years’ experience in the banking and financial services industries, Ms. Byars is a trusted and sought after advocate for all those she serves. Amy’s integrated approach to planning allows her to offer a complete range of investment services and overall financial planning services including, but not limited to: estate conservation, risk management, long term care planning, 401(k) and IRA rollovers, pension maximization, business retirement plans and income strategies. She holds her Life, Health and Long Term Care licenses, along with her Series 6, 63, 7, and 66 securities registrations, held through LPL Financial and licensed to practice in North Carolina, South Carolina, Georgia, Florida, and New York.
Amy is a native to Rutherford County, North Carolina, but currently resides in Cleveland County. She is active in her community and church, volunteers in the Special Olympics, and runs a women’s business networking support group. She is an avid runner and participates in half marathons which raise money for various charities. Amy also participated in the 2010 Avon’s Walk for Breast Cancer, raising money to help victims and their families.