Amy Jucoski, CFP®
Head of Legacy & Wealth Planning
Partner
At Callan Family Office, Amy Jucoski is the head of legacy and wealth planning. She has provided financial and estate planning services to ultra-high-net-worth clients since 2002.
Amy implements firm-wide solutions with a goal to drive consistency and effectiveness to meet the needs of clients and foster strategic relationships for the firm.
Prior to Callan Family Office, Amy was the senior director of legacy and wealth planning at Abbot Downing, Wells Fargo’s ultra-high-net-worth management business. In this role, she was responsible for leading a national team of experienced and credentialed professionals. She also served as the liaison for legacy and wealth planning to help ensure consistency in the development and delivery of planning services and resources across the country.
Amy spent more than 27 years at Wells Fargo and Wachovia, a predecessor company. While at Wachovia, she served in the firm’s corporate tax office, where she was responsible for state tax return preparation. She also served as a manager in employee benefit disbursements, part of the Wachovia operational services division. Earlier in her career, Amy was a project manager at Wachovia, responsible for successfully leading some of the largest initiatives in Wachovia’s trust history.
Amy received her bachelor’s degree in management from the University of Phoenix and holds a paralegal studies degree from Champlain College. A Certified Financial Planner®, Amy was a board member for the Downtown Winston-Salem Partnership and the Winston-Salem Estate Planning Council. She has also served as a member of the personal financial planning committee for the Association of International Certified Professional Accountants® (AICPA®).