Amy Bryant, JD, CLU
Director, Advanced Planning
Amy is an estate and business planning attorney, supporting Waddell & Reed (WRI) advisors in the high-net-worth and ultra-high-net-worth markets. Her support includes everything from training and document interpretation to case strategy, development and design. In addition, she works with the advisors to prepare for client presentations and collaboration with the client’s attorneys, CPAs and gatekeepers, such as CEOs. She is also the relationship manager for our philanthropic partners and corporate fiduciaries.
After earning her JD at Hamline University School of Law in St Paul, Minnesota, she worked as an attorney with a boutique firm in northern Minnesota and eventually transitioned to the financial service industry by accepting a position with Securian as an Advanced Planning Attorney. She has over 20 plus years of advanced planning experience and started with WRI in October of 2016.