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Amy Theisen

Senior Strategist, Estate and Legacy

CFP® CPA®

    At a Glance

    • Joined Edward Jones in 2021
    • Client Needs Research Team

    Amy Theisen joined Edward Jones’ Client Needs Research team in 2021 as the Senior Strategist for Estate and Legacy. The Client Needs Research team develops and communicates advice and guidance for client needs, including retirement,education, preparing for the unexpected and leaving a legacy. Amy is a member of the Investment Policy Committee's (IPC) Client Needs Working Group ("CNWG")which provides oversight of IPC financial planning advice and guidance for the U.S.

    Amy has over 25 years of experience in the Wealth Planning industry. Prior to joining Edward Jones, Amy worked as the Senior Director of Planning for the Mountain Midwest region of The Wells Fargo Private Bank. Previous roles at Wells Fargo also included national, regional, and individual Wealth Planning positions.

    Amy graduated from Marquette University in 1994 with a bachelor’s degree in business administration, with an accounting specialization. She earned a Master of Accounting degree with a taxation focus from the University of Kansas in 1996.

    Amy has earned the CFP® and CPA® designation.

    Amy and her husband, Tim, have three children: Tim, Matt and John.

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