Amy Harper, CRPC®
Financial Planning Analyst, RJFS
✆ 405-737-0006
🖷 405-443-2760
✉ amy.e.harper@raymondjames.com
Amy Harper is a Financial Planning Analyst with TFCU Financial Advisors and has several years of investment industry experience from T. Rowe Price. She has a Bachelor of Arts in Psychology from the University of Colorado at Colorado Springs.
Amy is a Chartered Retirement Planning Counselor CRPC® and holds the following licenses:
- Series 6 Investment Company Products
- Series 7 General Securities
- Series 63 State Securities
- Series 66 Investment Advisor
Amy recently relocated back to Oklahoma. In her spare time, she enjoys spending time with her family and playing with her French Bulldog, Chloe.
“As a Financial Planning Analyst, I enjoy teaming with our financial advisors on creating customized financial plans for our clients that fits their needs and fits their life. Financial planning comes with a lot of questions and I have the opportunity to help answer those questions and walk our clientele through on the various type of investment products and services that are available to them. I am here to help them reach their financial goals.”
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Let's talk retirement and make a plan.
