Broker Check
Amy J. Heapps, MSM

Amy J. Heapps, MSM

Head of Advisor Engagement

Amy Heapps, MSM
Head of Advisor Engagement
Phone: 615-528-5731
Fax: 615-383-0519
2908 Poston Ave., Ste. 1
Nashville, TN 37203

Go to Amy with navigation questions on Osaic, Osaic Wealth, Inc. and IFG. In addition to planning extraordinary virtual and in-person events, Amy is passionate about making things better for you. So give her a ring when you don’t know where to go with an issue. She also loves your ideas for improving everything!

Amy started her financial services career as an annuity wholesaler. Since then, she has worked in a variety of roles supporting advisors. Amy brings significant experience in training and presenting and a proven ability to work with advisors to identify needs and enhance efficiencies.

Amy holds a Master’s degree in Business Management and is licensed in Series 6, 7, 63, and 65. She lives in Orlando, Florida, with her husband Brian and son Serge. Amy enjoys skiing, hiking, and the outdoors.