Amy S. Lindros

Amy joined Verity in 2010. She leads a team that supports over 150 advisors and their clients in all facets of new business, service, account retention and client satisfaction. Her leadership and insight have been central to the ongoing development of Verity’s support processes and systems as the Firm’s base of internal advisors as well as its working relationships with other investment advisory firms have expanded over the years. Her knowledge of the investment industry has been integral to creating a team of professionals that provide top notch service and support.

Prior to Verity, Amy worked in positions as a Senior Sales Assistant at Morgan Stanley in New York, American Express in North Carolina and Wedbush Morgan Securities in Portland, Oregon, providing support and service to high-net-worth clients beginning in 1996.