Amy Richardson, CFP®, CWS®, MBA speaks to RIABiz


Jan 3, 2024

TCI’s Director of Advisory Services, Amy Richardson, CFP®, CWS®, MBA, recently spoke to RIABiz about why she joined TCI from Schwab.

This material has been prepared for informational purposes only, and is not intended to provide, or to be relied upon, for investment advice. Please contact your TCI Advisor if there are any changes in your personal/financial situation or investment objectives.

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