Who We Are

Three Skilled Advisors | Three Reasons to Feel Confident

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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 | Managing Partner

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 | Managing Partner

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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Client Services Coordinator

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

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Client Service Associate

Tara brings to AMG a rich background in financial services. She previously held positions with JPMorgan Chase as a Relationship Banker and with Principal Financial where she specialized in retirement planning. Tara manages AMG's cashiering capacities, oversees account titling and paperwork, and assists the team with marketing initiatives.

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Client Service Associate

Tanner has a unique skill set that stems from his experience in financial planning and hospitality. Also a CFP® candidate, his unique professional background has afforded him a keen attention to detail and an aptitude for personalized client service. Tanner coordinates client meetings and assists the advisory team with financial plans while maintaining other client service functions.

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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 supports the team's back-office & administrative functions including compliance procedures, account maintenance, and data management, while assisting the advisory team as needed.

  • “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