About Us

Amy has over 28 years’ experience in the wealth management industry, and has been with Morgan Stanley since 1998. Her clients include high net worth individuals and families, as well as private businesses. Her mission is to understand each client’s unique needs and work with each client to develop a plan towards helping achieve her/her individual financial goals. In addition to working with clients to prepare for life events such as retirement and generational wealth transfer, Amy also focuses on Women’s initiatives and the Special Needs Community.

Amy studied business at the University of Evansville. She is married and resides in Germantown, Tennessee with her husband, Marvin. Amy has dedicated many hours over the years volunteering with her church, the Boy Scouts of America, Special Olympics and the Women’s Foundation for a Greater Memphis. In addition to her volunteer endeavors, she enjoys running, hiking, camping, cooking and reading.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Planning for Education Funding3
  • Qualified Plans
  • Wealth Management4
  • Estate Planning Strategies5
  • Annuities6
  • Life Insurance7
  • Long Term Care Insurance8
  • Philanthropic Services
  • Planning for Individuals with Special Needs9
  • Professional Portfolio Management10
Securities Agent: TX, TN, SC, PA, OH, NV, NC, MS, MD, KY, IL, GA, FL, CA, AR, AL; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1295606
AR Insurance License #: 1341134
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

My Process

Charting a prudent course to financial independence requires a well-conceived, personalized plan with defined long-term goals. My wealth advisory consultative process can help you design a cohesive plan for the future that includes:

Discovery – taking inventory of what you have, learning what is important to you and what you want to accomplish with your wealth.

Analysis & Recommendation – I will analyze all your information, including assets and liabilities and assess risks to your financial health. I will present you with a personalized comprehensive plan to help address your unique needs.

Implementation – After you have approved your wealth plan, I will work closely with you to implement it and orchestrate the various parts of your plan in order to move toward helping meet your investment objectives.

Reviewing Objectives – Your financial planning documents provide the foundation for regular meetings in order to review our progress and make sure your investments continue to be positioned to help meet your ever evolving needs and changing circumstances.
    Directions to my office:
    6410 Poplar Avenue, Suite 600
    Memphis, TN 38119
    901-766-8105

    My office is located on the 6th floor of the International Paper Tower Building 2. From Poplar Avenue, go north on International Place Drive. (International Place Drive is located one block east of Massey) Turn into the third driveway on the left, which will take you up a ramp on top of the parking garage. This is ground level to enter the building. As you come up the ramp, you will see two buildings with direct access to this parking lot. Tower 2 is the closest one to you on the left. There is visitor parking near the building. When you come to the 6th floor, you will see our suite as you exit the elevator. Please call me with any questions.

      Location

      6410 Poplar Avenue
      Ste 600
      Memphis, TN 38119
      US
      Direct:
      (901) 766-8105(901) 766-8105
      Toll-Free:
      (800) 659-6659(800) 659-6659
      Fax:
      (901) 567-2462(901) 567-2462
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

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      Morgan Stanley and Justin Rose: A Winning Team

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      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Amy J Schaefer today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      The 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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      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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