Financial Advisor, The Bulfinch Group
5 Time Winner of Five Star Wealth Manager as featured by Boston Magazine, February 2017
Amy Lampert has over twenty-five years of management and consulting experience in the financial services industry and in family-owned businesses. Amy is currently affiliated with The Bulfinch Group, a wealth management firm located in Needham, MA. She guides individuals, families and businesses towards strategies for building and preserving wealth.
In 1998, Amy founded the not-for-profit Women’s Financial Network and continues today as the founding principal of WomensWorth (www.womensworth.com), a company whose mission is to demystify the world of money and increase financial literacy among women and youth, and anyone else who would like to have the world of money demystified.
Amy has written frequently as a consumer advocate for individual investors and was the author of a blog dedicated to her findings while mystery shopping in the offices of banks and brokerage offices. She has been a guest lecturer at Stern School of Business at New York University and Fordham University on the delivery of financial services in each of the major distribution channels. Ms. Lampert holds an M.A. and a M.Ed. from Tufts University and attended the Securities Industry Institute at Wharton School of the University of Pennsylvania.
Ms. Lampert is an arbitrator for FINRA’s (formerly the National Association of Securities Dealers) dispute resolution division, and has been recognized five times as a Five Star Wealth Manager by Boston Magazine.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 160 Gould Street, Suite 310, Needham, MA 02494. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 781-449-4402. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. WomensWorth® is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, Inc., an affiliate of The Bulfinch Group, LLC. Neither The Bulfinch Group LLC nor WomensWorth® are licensed to sell insurance. PAS is a member FINRA, SIPC 2017-38627 exp 4/19
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