Amy_Phippen - | Wells Fargo Advisors

Amy Phippen

Client Service Associate

Phone: 802-662-2760

E-Mail: [email protected]

Fun Facts

Has lived in Boston, NYC, and the mountains of Colorado
Takes cold water plunges – willingly!
Loves chocolate.

Focus

Amy Phippen has always been a listener. In her role as Client Service Associate at Backshore Wealth Management, she maximizes the client experience by listening to their needs and wants before anything else. As creative as she is easy to work with, Amy also assists the team with daily functions in their mission to build and maintain meaningful relationships.

Background And Experience

Prior to joining the team at Backshore, Amy built a strong record in serving clients and streamlining operations at places like Epoch Investment Partners, Piper Sandler & Company, and the District Attorney’s Office of Summit County Colorado. Born in Connecticut with an adventurous spirit, she earned a Bachelors from the University of Vermont before heeding the call to live in unique and exciting places across the nation.

Away From The Office

Now residing back in Vermont, Amy enjoys gathering with friends & family to ski in the winter and relax by the pool in the summer. In addition to being a loving mother & wife, she dedicates her time to local chapters of the Humane Society.

Disclosures

Backshore Wealth Management Group is not a legal or tax advisor. Wells Fargo is not a legal or tax advisor.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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