Amy Mutal, AWMA®, AIF®

Principal and Financial Advisor at Prevail Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Kirkland, Washington, United States, US

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Credentials

  • Accredited Investment Fiduciary® AIF®
    Fi360, A Broadridge company
  • Accredited Wealth Management Advisor® AWMA®
    College for Financial Planning

Experience

  • Prevail Wealth Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal and Financial Advisor
      • May 2012 - Present

      Amy Mutal is an Accredited Wealth Management Advisor (AWMA®), Accredited Investment Fiduciary (AIF®) and Principal of Prevail Wealth Management LLC. Amy’s focus is on her clients’ complete financial picture, and her holistic wealth management approach includes advice on building wealth, lifetime income strategies, and preserving wealth. Amy Mutal is an Accredited Wealth Management Advisor (AWMA®), Accredited Investment Fiduciary (AIF®) and Principal of Prevail Wealth Management LLC. Amy’s focus is on her clients’ complete financial picture, and her holistic wealth management approach includes advice on building wealth, lifetime income strategies, and preserving wealth.

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Sep 2004 - Aug 2011

Education

  • College for Financial Planning
    Accredited Wealth Management Advisor AWMA®
    2013 -
  • Fi360
    Accredited Investment Fiduciary®
    2018 -

Community

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