Position:
Wealth Manager | Tax Advisor at Merit Wealth Advisors
Location:
Madison, Wisconsin, United States
Found email addresses for Amy Thomas:
Found phones for Amy Thomas:
Oct 2025 - Current
Jan 2025 - Oct 2025
Jan 2021 - Dec 2024
Sep 2020 - Jun 2023
Jun 2017 - Sep 2020
Sep 2007 - Jun 2017
Their professional focus is Microsoft Excel, Microsoft Office, and Public Speaking across 3 core areas.
Amy holds Variable Life Insurance License, Series 66, and Enrolled Agent (EA) certifications.
University of Wisconsin-Madison
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