Amy E. Riggs - Morgan Stanley Financial Advisor - OMAHA, NE
Morgan Stanley
Amy E. Riggs, CRPS
Financial Advisor
Portfolio Manager
Financial Planning Specialist
13625 CALIFORNIA ST 4TH FL
OMAHA, NE 68154
tel: (402) 399-6143
toll-free: (800) 228-3309 ext. 6143
fax: (402) 399-6336

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Wayne State College Athletic Hall of Fame Committee Board Member
  • Executive Women’s Golf Association Past Board Member
  • Omaha Ski Club Member
  • Omaha Pedalers Bicycle Club Member
  • Covenant Presbyterian Church Member
Services
  • Financial Planning
  • Asset Management
  • Estate Planning Strategies
  • Access to Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Retirement Planning
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Cash Management
  • Certificates of Deposit
  • Education Planning
  • Life Insurance
  • Qualified Retirement Plans
  • Structured Settlement Annuities
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Fixed Income
  • Professional Portfolio Management
Education and Licensing
  • Bachelor of Science
    Wayne State College
    Wayne, NE
  • Master of Business Administration
    University of Nebraska at Omaha
    Omaha, NE
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Honors and Recognition
  • 2009: Inducted into the Wayne State College Athletic Hall of Fame -- Women's Basketball
  • 2010: Named as one of the Premier Wealth Advisors in Nebraska by Omaha Magazine and B2B
  • 2013: Morgan Stanley Pacesetter's Club Recognition
  • 2014: Morgan Stanley Pacesetter's Club Recognition
Business Experience
  • 2006 - Present: Morgan Stanley*

    Financial Advisor
    Portfolio Manager
    Financial Planning Specialist

  • Worked in the Financial Services Industry since 1999

Bulletin Board
  • See August On the Markets from the Global Investment Committee featuring

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Amy E. Riggs holds the following registrations:
Securities Agent: CA, CT, DC, FL, GA, IA, IL, IN, KS, MN, MO, NE, NJ, NV, OK, OR, SC, SD, TX, UT, VA, VI; General Securities Representative; Investment Advisor Representative

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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