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.
Amy Michaelson
Director, Trading at Focus Partners Wealth
Lake St Louis, Missouri, United States
Overview
Topics They Care 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.
Client Education
Values learning and finding solutions for complex client issues, sharing content that promotes financial literacy and strategic planning.
Media Appearances
Amy has no verified media appearances
Work History
6-2024
Director, Trading at Focus Partners Wealth
4-2019
Manager at Loring Ward
7-2007
Account Manager at Loring Ward
7-2007 - 1-2025
Director, Trading at Loring Ward
Operations at MCA Public Relations
Education
2003 - 2006
Bachelor's degree from California State University, Fresno
More Information
Social Presence :
Prographics :
Exp : 18
Location : Lake St Louis, Missouri, United States
Job Level : Mid-senior
Designation : Director, Trading at Focus Partners Wealth
