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
  • 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 July On the Markets from the Global Investment Committee featuring

    • "Ring-Fenced" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the Greek debt crisis was not unexpected and, in fact, has been “ring-fenced” by global financial institutions. While there may be market volatility, he does not expect fiscal contagion that could derail the global recovery.

    • "US Fiscal Policy Could Boost Growth" Tax revenues are rising much faster than spending and, given low interest rates, the US debt-to-GDP ratio is shrinking, too. Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management, writes that these developments mean fiscal policy can be more stimulative for the economy just as monetary policy becomes less so.

    • "Higher-Dividend Stocks for a Higher-Yield Environment" A long period of ultralow interest rates has created distortions among high-yielding stocks, making traditional dividend plays less attractive, writes Adam S. Parker, chief US equity strategist for Morgan Stanley & Co. Parker identifies the sectors in which the most compelling dividend opportunities may be found.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran manager of Japanese stocks.

  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

Amy E. Riggs holds the following registrations:
Securities Agent: CA, CO, CT, FL, GA, IA, ID, IN, KS, MN, MO, ND, NE, NY, OK, SD, TX, 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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