Amy Mefferd
Vice President, Senior Wealth Management Associate
Amy Mefferd joined Steward Partners in February 2017 from Morgan Stanley where she worked since 2005. Amy is a Vice President, Senior Wealth Management Associate specializing in the facilitation of block trading for discretionary portfolios, due diligence, portfolio analysis, and managing cash flows for client income and cash needs. Amy also maintains responsibilities as the group’s operations team leader, overseeing the servicing and implementing of client administrative and operational tasks. Amy’s attention to detail, caring, and commitment to delivering the highest level of personal service to our clients has made her an integral part of the Hoffman Private Wealth Group for the past 14 years.
Born in Clearwater, Amy is a native Floridian that resides in Countryside with her husband Adam and their daughter Ava. Outside of the office, Amy enjoys Boating, Tampa Bay Lightning Hockey and spending time with her family and friends.
Amy is Series 7 and Series 66 licensed and holds Life, Health, and Variable Annuity Insurance licenses.