Amy Leis, PhD, CFP® has over 15 years of experience in the financial services industry. Amy works with families and business owners. Her specialization is in Sudden Wealth including inheritance, divorce, sales of business, legal settlements, and athletes/entertainers. Her clients appreciate the boutique experience, comprehensive planning process, and creative wealth solutions.
Prior to founding Juno Wealth Management, Amy was with Janney Montgomery Scott LLC for 14 years. She holds a PhD in Educational Psychology from Temple University, as well the Certified Financial Planner™ designation from the Certified Financial Planning Board. The CFP® is the highest credential in the financial planning industry and Amy is proud to be one of the few financial advisors in the country with both a CFP® and PhD. In addition to both achievements, Amy also is insurance licensed and was awarded her AWMA® and CRPC® designations through the College for Financial Planning.
Amy, her husband Kevin, and their daughter Zoe live in Moorestown, NJ. Amy serves as the Grants Finance Chair for Impact100 SJ, Treasurer for Perkins Center for the Arts, Chair for the SJ Chapter of Women Owned Law, and Scholarship Chair for Moorestown Rotary. In her spare time she enjoys traveling with her family.