Amy Michaelson

Director, Trading at Focus Partners Wealth

📍 Lake St Louis, Missouri, United States

Amy Michaelson is the Director of Trading at Focus Partners Wealth, a firm formed through the 2024 merger of Buckingham Strategic Wealth and The Colony Group. Her experience includes multiple director and manager roles at Loring Ward. She holds a bachelors degree from California State University, Fresno.

Outside of work, Amy maintains a strong connection to her alma mater, California State University, Fresno. Her interests also include key financial institutions like Charles Schwab, reflecting a deep engagement with her industry beyond her primary role.

Her company underwent a significant merger in mid-2024 and a subsequent rebrand to Focus Partners Wealth in early 2025.

Read the full overview →

Experience

18 Years

Current Role

Director, Trading

Job Level

Mid-senior

Location

Lake St Louis, Missouri, United States

Personality Overview

Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.

Priorities

Topics Amy cares about

Investment Strategy

Shares content regarding how major events, such as presidential elections, can impact investment portfolios and client decisions.

Long-Term Wealth Planning

Advocates for the importance of beginning the wealth planning journey early to achieve long-term financial success.

+4 more topics Login to view topics

Career

Work history

6-2024

Director, Trading

Focus Partners Wealth

4-2019

Manager

Loring Ward

7-2007

Account Manager

Loring Ward

7-2007 - 1-2025

Director, Trading

Loring Ward

Operations

MCA Public Relations

In the press

Media appearances

No media yetWe could not find public media appearances for this person.

Education

2003 - 2006

Bachelor's degree

California State University, Fresno

Social presence

Other Focus Partners Wealth Employees

Explore more public profiles from related professionals.

Emily May Francis

Retirement Services Lead

Focus Partners Wealth

More profiles

Discover additional public profiles from our index.

Thaddeus Yasunaga, CFA

Director of Multi-Asset Strategies

Senior Vice President Investment Management & Research

Lincoln Investment/Capital Analysts

Erika Pearson

Vice President Commercial Sales & Marketing - Southeast Asia & Oceania

Boeing

Amy Michaelson

Topics Amy cares about

Work history

Media appearances

Other Focus Partners Wealth Employees

More profiles

Search more profiles