Amy Wanlass
Amy Wanlass

Amy Takeuchi 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.