Amy Wanlass Senior Wealth Advisor
Joined Northern Trust
2021
Education
- Bachelor of Arts degree in History and Theatre, UC Davis
- Juris Doctor from UCLA School of Law
Expertise
As a Senior Wealth Advisor for the Los Angeles region of Northern Trust, Amy works with clients to develop customized wealth plans and implement solutions based on thorough understanding of their personal values, asset growth, wealth transfer goals, and vision for their legacy.
Experience
Amy has over a decade of experience in delivering estate planning and tax advice, as well as financial planning services. Amy works with individuals and their families on complex wealth transfer strategies, estate and income tax planning, and charitable planning goals. Amy was also previously a practicing trusts and estates attorney at nationally recognized law firms including Venable LLP and Mitchell Silberberg and Knupp.