Amy Silva is the internal partner to James McLellan and has been working with him for more than 30 years. While handling a number of duties at the firm, she largely focuses on servicing current clients, ensuring their needs are met. She answers their cost basis questions, changes account registrations, manages new account paperwork, handles compliance issues, and more.
Amy has spent decades working in the financial services industry. Prior to working with McLellan Financial Services, she worked with A.G. Edwards, Prudential Securities, Broad Street Securities, Newbridge Securities, and Cetera Advisors.
Outside of the office, Amy spends much of her time with family. An artistic individual, she enjoys reading, completing crossword puzzles, jewelry making, and creatively wrapping gifts.