Amy Leis.
CFP® · Main Street Financial Solutions.
About Amy Leis
Amy Leis, Ph.D., CFP®has been in the financial services industry since 2004. Amy works with families and business owners. Her specialization is in Sudden Wealth including inheritance, divorce, sales of business, legal settlements, and athletes/entertainers. Her clients appreciate the boutique experience, comprehensive planning process, and creative wealth solutions.
Prior to founding Juno Wealth Management, Amy was with Janney Montgomery Scott LLC for 14 years. She holds a Ph.D. in Educational Psychology from Temple University, as well the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planning Board. The CFP® certification is the highest credential in the financial planning industry and Amy is proud to be one of the few financial advisors in the country with both a CFP® certification and a Ph.D. In addition to both achievements, Amy also is insurance licensed and was awarded her AWMA® and CRPC® designations through the College for Financial Planning.
Amy, her husband Kevin, and their daughter Zoe live inMoorestown, NJ. Away from the office, Amy is a nationally ranked pro-amballroom dancer. She is a breast cancer survivor who loves to golf and travel.