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Jean Arias
CFP®, AEP®, CeFT®, CPWA®, Co-Founder

Jean Arias, Partner and Co-Founder of AMG Wealth Advisors, is a distinguished financial professional with a career spanning over four decades.

She specializes in retirement, estate planning, and financial transitions, guiding clients through intricate planning processes. Jean excels when working with families to manage intergenerational wealth transfers and is uniquely positioned to assist those facing major life changes, such as marriage, divorce, significant illness, loss of a loved one, or caring for aging parents. 

After 17 years at a major financial institution, Jean joined Morgan Keegan (now Raymond James) in 1996. In 2006, she worked alongside Polly Moore and Lori Gann Morris to form Arias Moore & Gann, which led to the founding of AMG Wealth Advisors in 2018. She is a graduate of Illinois State University, holding a Bachelor of Science in Business Administration with a minor in Economics. 

Jean and her husband, Mike, are proud parents of three children and doting grandparents to four grandchildren. Their home is filled with the joyful presence of two pugs and two Boston terriers. Jean enjoys attending church services and fellowship at Buda Methodist Church and with her children at FCW Church. In her leisure time, she treasures moments spent with her family, enjoys watching sports, and finds solace in nature, whether it be backyard bird watching or kayaking the Guadalupe River.  

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“From an early age, my parents taught me to serve others, and I developed my long-standing passion to help. Being a financial advisor allows me to use my expertise in the field to deliver comfort and peace to my clients who are often looking for guidance. It’s an honor to be part of their lives and to help them navigate any challenges they’re facing.”