Amy Wegmann is a Financial Representative with Alliance Financial Group, where she works with individuals, families, and business owners to develop personalized financial strategies designed around their goals and priorities. Her areas of focus include retirement planning, wealth preservation, tax-efficient strategies, life insurance, long-term care planning, and financial protection.

Before transitioning into financial services, Amy spent more than two decades as a trusted television journalist in Southwest Florida. Throughout her broadcasting career, she built strong relationships within the community and developed a reputation for listening, communicating clearly, and helping people better understand the issues that matter to them.

Today, Amy brings those same skills to financial services. She believes financial planning should feel approachable and understandable, and she takes the time to help clients navigate complex financial topics, evaluate their options, and make informed decisions about their future.

Working alongside senior financial advisor Stacey Adams, Amy helps clients address a wide range of financial needs, from preparing for retirement and creating sustainable income strategies to protecting their families, businesses, and long-term financial goals.

Amy also remains actively involved in the Southwest Florida community. Giving back has always been important to her, and she enjoys partnering with local charities and nonprofit organizations, as well as hosting community events and fundraisers throughout the region.

A proud graduate of Florida State University, Amy lives in Southwest Florida with her husband, Trey, and their three children. Outside of work, she enjoys traveling with her family, playing the piano, and cheering on her kids.

A Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS. PAS is a member FINRA, SIPC.
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.