Amy L O'KeefeĀ 

CONNECT

Address:

3025 HARBOR LANE N, STE 222
Plymouth, MN 55447

Phone:

763-381-5770

Fax/Other:

763-205-4996

Amy L O'Keefe 

Wealth Advisor

 

Amy began her career as a financial advisor with Edward Jones Investments in Elmhurst in 2005 where she services a wide variety of clientele from individuals to 401(k) plans. In 2011, she joined LPL Financial and is now a part of Wealth Strategies located in Plymouth, MN. She has a strong background in values-based financial planing and specializes in helping high net worth families, corporate executives and businesses and how their values are interconnected with the goals they set. Amy has a passion for helping her clients make decisions that guide them towards achieving the results they value. Amy also specializes in working with families and individuals working towards higher education by providing an in-depth evaluation for college education savings.

Amy has been a member of Business Networking International and served as Vice President of the local Chapter. She is also a member of the Financial Services Institute. Amy resides in Maple Grove with her husband Patrick and their daughter Ella. In her free time she enjoys spending time with family and friends, running, cross-country skiing and going to their cabin in Northern Minnesota.