"I enjoy servicing and assisting clients with their investment journey and watching them work towards achieving their financial goals."
Senior Registered Branch Administrator
Amy Champion-Thomas is our Senior Registered Branch Administrator with over 20 years of financial experience. Amy graduated with honors from Northeastern University in Boston, MA with a Bachelor of Science in Business Administration. She started her career as a client associate in 1995. In 2005 she joined A. G. Edwards in Boston, where she met future ICS Managing Partners Lori Johnston and Jon Ellenbogen. With Jon’s help, Amy was able to transition to a new role as the Branch Liaison for Wells Fargo Advisors in Washington D.C. Currently, she holds Series 7, 9, 10, and 63 FINRA registrations. Her number one priority is providing clients with impeccable service.
Recognitions and awards
- 2014, 2015, 2017 and 2018 Premier Client Associate Award at Wells Fargo Advisors*
- 2016 Team Member of the Year Award at Wells Fargo Advisors**
The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
** The Team Member of the Year award is given to team members for their service and commitment to the vision, values & goals of the Firm.
Amy will be available to answer your questions and assist you with investment planning. She will work to ensure you are served in a timely and efficient manner.
She is available to help you with:
- Answering administrative and statement questions
- Servicing your account by updating your name, address, telephone number name changes, beneficiary updates
- Providing market quotes
- Handling deposits and check requests
- Answering non-investment questions regarding your account
- Taking investment orders
- Completing account transfer paperwork requests
Amy enjoys laughing and eating and never leaves home without her “TOBASCO” sauce and spends her time between Boston (love those New England Patriots) and Maryland with her husband Greg and baby “Rocky” (roof, roof).
Get to know Amy
Do you have a bucket list?
Fortunately, I’ve completed a few of my bucket list items already. I attended the Super Bowl XLIX- go Pats! I also reunited with my grandmother in Korea after 35 years and traveled to Italy. In the future I dream of taking my mother to Niagara Falls on the Canadian side and learning to speak Korean.
Which charities do you support?
American Cancer Society and St. Jude, by donating or walking for those who fought the good fight and for those who have won the fight against cancer.
What is your latest obsession?
Landscaping, I’m obsessed with creating a minimalist landscaped garden and learning how to incorporate and use recycled products such as cardboard boxes, food waste, leaves, grass, coffee, and tea grinds, vinegar, baking soda, and Epsom salts to achieve the perfect landscape.
Who inspires you?
My mother and sister. My mother’s faith, determination, and strong work ethic as a single mother. My sister is an attorney who has dedicated her resources to giving back to the community by educating low-income families and successfully guiding them on the pathway to homeownership.
What do you enjoy most about your work?
Servicing and assisting clients with their investment journey and enjoy watching them achieve their financial goals.
email: [email protected]