For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- Students with Amazing Potential S.W.A.P.
- Baylor University Women's Association
- Asset Management
- Retirement Planning
- 401(k) Rollovers
- Fixed Income
- Municipal Bonds
- Professional Portfolio Management
- Estate Planning
- Lending Services
- Life Insurance
- Insurance Services
- Family Consulting
- Bachelor of Arts - History, 1976
- Portfolio Management Program
- Series 7 - General Securities Representative, 1997
- Series 63 - Uniform State Exam, 1997
- Series 65 - Investment Advisory Agent, 1997
- 2011 Five Star Wealth Manager - Texas Monthly -
- 2010 Five Star Wealth Manager -Texas Monthly
- 2012 Five Star Wealth Manager - Texas Monthly
- 2013 Five Star Wealth Manager - Texas Monthly
- Present: Morgan Stanley*
Senior Portfolio Manager
The Cooper Network
- 1996: A T & T
Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.
Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Investing and Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.
People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources I can use to help you achieve your goals in today’s new retirement.
Amy Cagle holds the following registrations:
Securities Agent: AR, AZ, CA, CO, FL, IL, KS, KY, MN, MO, NC, NM, NV, OH, OK, SC, TN, TX, VA, WA;
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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