Amy Brocious

Amy Brocious

410-771-5420

Heritage Financial Consultants, LLC

Amy Brocious began her financial planning career in 1985 after nine years in banking administration. She has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1988, focusing on investment, estate and retirement planning. Amy specializes in providing voluntary retirement plans and financial planning services to large educational and medical institutions.

Certifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Professional Background

Amy was a founding partner of Insight Financial Group, LLC, and is now with Heritage Financial Consultants.

Professional Associations

  • Maryland Chapter of the National Association of Insurance and Financial Advisors (NAIFA), past president
  • Baltimore Chapter of the National Association of Insurance and Financial Advisors (NAIFA), past president
  • Baltimore Life Underwriters Charitable Foundation, founding member and past president

Awards

  • NAIFA Baltimore’s George S. Robertson award (2004)
  • Legacy Award Winner (given to an advisor who excels in the professional and local community)

On A Personal Note

Amy and her husband Patrick live in Parkton, MD, and have four daughters and two granddaughters

Main Service Areas

  • Financial Planning
  • Retirement Planning
  • Education Funding
  • Risk Management