Ayad Amary
Allentown, PA
Verified Identity
Founder, Wealth Advisor at
Wealthcare of The Lehigh Valley
Years of Experience
22 years
Member Since
2022
Allow Me to Introduce Myself
SERVING CLIENTS in ALLENTOWN, PA | BETHLEHEM, PA | EASTON, PA | NATIONWIDE Via ZOOM
Hi, my name is Ayad Amary (pronounced E-yad), and I am the primary point of contact within the client relationship. After spending over 20 years in the financial industry with such firms as TIAA, Vanguard, and Sco...
Clientele
Retirees
Doctors
Surviving Spouses
Inheritors
Nurses
Services Provided
Tax Planning
Estate Planning Strategies
Financial Planning
Retirement Planning
Specialties and Expertise
High Net Worth Planning
Retirement Income
Portfolio Construction
Credentials and Designations
Accredited Investment Fiduciary®
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Certified Financial Planner™
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Master of Business Administration
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Pricing Models
AUM
Education
DeSales University
MBA - Finance
Obtained in 2019
Bloomsburg University of Pennsylvania
BSBA Marketing
Obtained in 1997
Disclosures and Proof of License
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