Wealth Management Team
Client Service Team
Systems & Administration Team

Amy Welborn

CFP®, CKA®, AAMS®, BFA™, Ramsey SmartVestor Pro

Vice President | Wealth Manager

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Amy is a Winston-Salem native and a proud graduate of Meredith College. She and her husband, Micah, live in Wake Forest and attend Summit Church in Raleigh. Outside the office, Amy enjoys time with her growing family. She and Micah have a two-year-old daughter and are thrilled to welcome another baby girl in Spring 2026. When she’s not working, Amy can usually be found on the golf course, traveling, cooking, or out on long walks with their two Golden Retrievers.

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“Do not be anxious about anything, but in everything by prayer and supplication with thanksgiving let your requests be made known to God. And the peace of God, which surpasses all understanding, will guard your hearts and your minds in Christ Jesus.” — Philippians 4:6–7 (ESV)