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 April On the Markets from the Global Investment Committee featuring

    “Spring Awakening” Market prognosticators and investors who remain gloomy in the face of a strong stock market rally are missing signs of a rebirth in the industrial and manufacturing side of the economy, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that recent policy actions by global central banks will nurture the revival.

    “Lower Growth, Higher Risks” Elga Bartsch, Morgan Stanley & Co.’s co-head of global economics, explains why just three months into the year, the firm’s economists are lowering 2016 GDP forecasts. While recession risk has gone up, she says the probability of a global recession is still low. 

    “Lowered Expectations Could Lead to Upside Surprises” Wall Street analysts have been lowering their first-quarter earnings estimates for months. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, says they might have cut too much. 

    • Plus, look for more on equities, bonds and an interview about presidential politics with Michael Stein, Morgan Stanley* & Co.’s global head of government relations.

  • 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 search my name.

Amy E. Riggs holds the following registrations:
Securities Agent: CA, CT, FL, GA, IA, IN, KS, MN, MO, NE, 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

pp:3128 mp: 2281