Amy E. Riggs - Morgan Stanley Smith Barney Financial Advisor - Omaha, NE
Morgan Stanley Smith Barney
Amy E. Riggs
Financial Advisor
Financial Planning Specialist
13625 California Street
4th Floor
Omaha, NE 68154
tel: (402) 399-6143
toll-free: (800) 228-3309 ext. 6143
fax: (402) 399-6336

I believe success in achieving important financial goals starts with a comprehensive wealth strategy.  I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • New Neighbors League of Omaha
    Sponsor
  • Omaha Ski Club
    Member
  • Executive Women's Golf Association Board Member
  • Omaha Pedalers Bicycle Club Member
  • Covenant Presbyterian Church
Services
  • Financial Planning
  • Asset Management
  • Estate Planning
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Retirement Planning
  • Wealth Management
  • 401k Rollovers
  • 529 Plans
  • Annuities
  • Cash Management
  • Certificates of Deposit
  • Education Planning
  • Life Insurance
  • Qualified Retirement Plans
  • Structured Settlement Annuities
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Fixed Income
  • Professional Portfolio Management
Education and Licensing
  • Bachelor of Science
    Wayne State College
    Wayne, NE
  • Master of Business Administration
    University of Nebraska at Omaha
    Omaha, NE
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Honors and Recognition
  • 2009: Inducted into the Wayne State College Athletic Hall of Fame -- Women's Basketball
  • 2010: Named as one of the Premier Wealth Advisors in Nebraska by Omaha Magazine and B2B
  • Item Three
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney

    Financial Advisor
    Financial Planning Associate

  • Worked in the Financial Services Industry since 1999

Bulletin Board
  • Whenever the market is up or down 150 points, the 150 Point Letter posted under Investing and Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

  • See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring

    • "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

    • "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

    • "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

    Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

Amy E. Riggs is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NE, NH, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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