Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
- 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, SC, TN, TX, VA, WA;
General Securities Representative;
Investment Advisor Representative;
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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