Senior Client Service Associate
As a licensed Life and Health Insurance Agent, Amy supports Martha Russell and her team. In this role, Amy works with Martha’s client and their 403(b) accounts, Annuities, Investment accounts, and Life Insurance policies. Amy does everything behind the scenes to support Martha‘s and her clients’ administrative needs with speed and efficiency while always maintaining a professional demeanor.
Prior to Financial Compass Group, Amy worked as an administrator for a top producer at New York Life supporting his business and clients with their Annuities, Life Insurance policies, and Financial Planning needs.
After attending Nursing School, Amy realized that she enjoyed caring for patients but was better suited in a business setting and received an Associate’s degree in Business Administration.
Amy grew up in Brighton, attended the Latin Academy, and currently resides in Concord, MA.
Amy Harr is registered with Equitable Advisors (NY, NY 212-314-4600), Member FINRA, SIPC, and provides administrative support services only. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Financial Compass Group, LLC is not owned or operated by Equitable Advisors.