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Clu® Aimee Barnes

Financial Advisor

Clu® Aimee Barnes is a seasoned professional with a strong background in financial advisory services. With over 12 years of experience, Aimee specializes in Risk Management, Estate Transfer, Investment Strategies, and Wealth Management Planning. Currently a Financial Advisor at Merrill Lynch Wealth Management, she brings a wealth of knowledge to her role. Aimee is known for her expertise in creating customized investment strategies using a Goals Based Wealth Management Approach. She excels in helping clients organize their financial lives, working closely with attorneys and CPAs to ensure comprehensive financial planning. Previously, Aimee held positions such as Vice President of Wealth Management at Fi Plan Partners, Internal Sales at First Protective, and Project Manager at Lloyd R. Wilson & Associates. A graduate of Auburn University, Aimee holds prestigious designations including ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) from The American College. She is also a Certified Financial Planner (CFP®) as recognized by the Certified Financial Planner Board of Standards Inc.

Clu® Aimee Barnes
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Location

Birmingham, Alabama Area