Ayad Amary

Allentown, PA

Verified Identity

Founder, Wealth Advisor at

Wealthcare of The Lehigh Valley

Years of Experience

22 years

Member Since

2022

Allow Me to Introduce Myself

SERVING CLIENTS in ALLENTOWN, PA | BETHLEHEM, PA | EASTON, PA | NATIONWIDE Via ZOOM Hi, my name is Ayad Amary (pronounced E-yad), and I am the primary point of contact within the client relationship. After spending over 20 years in the financial industry with such firms as TIAA, Vanguard, and Sco...

Clientele

Retirees

Doctors

Surviving Spouses

Inheritors

Nurses

Services Provided

Tax Planning

Estate Planning Strategies

Financial Planning

Retirement Planning

Specialties and Expertise

High Net Worth Planning

Retirement Income

Portfolio Construction

Credentials and Designations

AIF®

Accredited Investment Fiduciary®

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CFP®

Certified Financial Planner™

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Pricing Models

AUM

Education

DeSales University

MBA - Finance

Obtained in 2019

Bloomsburg University of Pennsylvania

BSBA Marketing

Obtained in 1997

Disclosures and Proof of License

SEC Profile

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