Amy McCollum

Senior Client Relationship Associate

Atlanta, Georgia

Amy assists clients with daily tasks such as move-money requests, updating beneficiaries, opening new accounts and other miscellaneous document or paperwork requests. She also helps with end-of-the-year requests for gifting and executing Required Minimum Distributions, and supports clients and CPAs during tax season by providing any needed information or documents to complete clients' yearly returns.
Before becoming part of the EP Wealth Advisors team, Amy assisted clients for nine years at CornerCap. Previously, she served as Town Administrator for a local municipality in North Carolina, working closely with the Mayor, Town Council and citizens on local issues. Encouraged by a coworker who had previously been a CornerCap employee, Amy realized the firm would be a great fit as a career change, letting her leverage the customer service skills she enjoyed developing while navigating and working with town finances and the yearly budget process.
Amy honed her administrative experience through numerous courses at the UNC School of Government while working in her local-government role, and earned her IIMC Clerks Certification.
Spending time with her family is one of Amy’s greatest joys. This includes her husband of more than 30 years, her two daughters and their spouses, and her two sweet granddaughters whom she calls the best gift ever.