Amy Powell, CFA®, CDFA®

Founder & CEO

Amy Powell founded AimWell Financial around a belief she had been building toward for most of her career: finance should be about more than the portfolio.

Her interest in finance started personally. Growing up, Amy saw how much stress and emotion could become tied to money. She chose to study finance because she wanted to understand it well enough to help people.

After earning a B.S. in Finance from the University of Central Florida, Amy began her career in investment research. Over roughly 12 years, she helped advisors build portfolios, studied for and earned the CFA® designation, evaluated investment strategies, and interviewed more than 100 fund managers.

That experience gave her deep technical grounding. It also reinforced a point that now sits at the center of AimWell: chasing returns isn’t the same thing as planning well. A portfolio should be built around the goals, circumstances, and life of the person who owns it.

Today, Amy works with clients by starting with who they are before focusing on what they own. She wants to understand values, concerns, family, priorities, and what money is meant to support. She also believes finance can be more relatable, and even more enjoyable, when you don’t feel like you have to become an expert yourself.

Amy was born outside Chicago and has lived in Florida since she was five. Outside work, she enjoys playing and watching tennis, working out, traveling, sports, and supporting local charitable causes. Animal rescue and fostering hold a special place in her heart.