Amy Powell, CFA®, is a seasoned financial professional with more than 20 years of experience in the finance industry, starting her career in research and including over a decade as a financial advisor. As the founder of AimWell Financial, she combines analytical experience with a deeply personal, client-centered approach. Her work is grounded in the belief that financial planning should provide clarity, reduce stress, and support a meaningful life – all while remaining approachable, so clients can move forward with confidence and clarity in their financial futures.
Amy’s passion is ensuring that her clients’ financial goals align seamlessly with their life’s purpose and aspirations. Her distinctive approach revolves around developing a deep understanding of each client’s unique circumstances, so their financial plan isn’t just about numbers - it’s about supporting the life they want to live.
Recognizing that money often becomes a considerable source of stress and anxiety, Amy’s primary objective is to create a strategic plan that transforms financial resources into a support system rather than a distraction. Her mission is to empower clients with a customized financial strategy that enables them to focus on what truly matters in their lives.
Originally born outside Chicago, Amy has called Florida home since she was five. She earned her B.S. in Finance with a minor in Business German from the University of Central Florida. When not wearing her advisor hat, you’ll likely find Amy on the tennis court or catching a pro tournament somewhere sunny. She’s also passionate about giving back and actively supports several local charitable causes - with animal rescue and fostering holding a special place in her heart.