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Amy Brocious

CFP®

Partner & Financial Planner

About Amy Brocious

Meet Amy

Amy Brocious began her financial planning career in 1985 after nine years in banking administration. She has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1988, focusing on investment, estate, and retirement planning. Amy’s mission is to provide voluntary retirement plans and financial planning services to large educational and medical institutions. 

Amy was a Founding Partner of Insight Financial Group, LLC before joining Heritage Financial Consultants, and her commitment has earned her the Legacy Award, given to an advisor who excels in the professional and local community.

Amy now lives in Parkton, Maryland with her husband Patrick. They have four daughters and two granddaughters.

Certifications
  • CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
Professional Associations
  • Maryland Chapter of the National Association of Insurance and Financial Advisors (Former President)
  • Baltimore Chapter of the National Association of Insurance and Financial Advisors
  • Baltimore Life Underwriters Charitable Foundation (Founding Member)
Awards
  • Lincoln Financial Advisors (LFA) – Legacy Award Winner
Amy Brocious' Team
Allyson Brocious

Allyson Brocious

Assistant

Michael DeDea

Michael DeDea

Customer Relationship Manager

Primary Clients or Industries

Educational and Medical Institutions

Primary Service Areas

Financial planning

Retirement planning

Education funding

Risk management

410-771-5420

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030