Who We Are

Three Skilled Advisors | Three Reasons to Feel Confident


Trusted Advisors

AMG Wealth Advisors is led by three highly credentialed, experienced managing partners, providing asset growth and protection for high net worth individuals and institutional investors.

Jean Arias, Polly Moore, and Lori Gann Morris have advised clients together since 2006, and each brings distinct talents, training, and perspectives to your side through every twist and turn of life. Each partner contributes to your plan and strategy, giving you full confidence in the decisions you make.

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CFP® AEP® CeFT® CPWA® AIF®, Co-Founder

Jean Arias has pursued her passion for serving others in the financial services industry since 1979, continuing a legacy of care learned from her parents.

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AAMS® AIF® CeFT®, Co-Founder

Polly Moore specializes in fixed income and wealth preservation strategies for client portfolios drawing upon more than 30 years working at elite firms serving individual and institutional investors. Above all, she values her clients’ trust.

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CIMA® AIF® CeFT®, Co-Founder | Managing Partner

Lori Gann Morris has advised corporate retirements accounts and high net worth individuals for over 24 years. She turns financial goals into investment strategies customized for a client’s unique financial needs and risk tolerance.

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Financial Advisor

As a financial advisor, Bob is adept at guiding clients towards prudent decisions about their investments, while creating customized financial plans that align perfectly with their goals and objectives. He enjoys cultivating close, long-lasting relationships with each and every client we work with.


MBA, Operations Manager

Ken has over five years of industry experience including stints at Merrill Lynch and Western Asset Management. He manages the Firm's operations, technology stack, and marketing campaigns, as well as assisting the advisory team with proposals and portfolio analysis.


Senior Client Service Associate

Ashlee has over 15 years of experience in financial services & wealth management including positions with Stifel and Morgan Keegan (now Raymond James). She serves as AMG's lead cashier while also supporting the team's back-office & administrative functions including account maintenance, compliance, data management, and assisting the advisory team.


Client Service Associate

Megan specializes in delivering white glove service to our clients. With over 4 years experience in administrative management, she brings an analytical and detailed-oriented approach to the team. She manages the end-to-end client meeting experience and assists the advisory team while also supporting Firm operations, technology initiatives, and other administrative functions.

  • “Being a women-owned firm is rare in this field. We take that as a challenge to be a bit more diligent, more studied, and more proactive. And we listen with the unique perspective life has given us. That is a signature gift we bring to the table.”
  • - Polly Moore