Amy Villarreal
Wealth Management Specialist
Amy joined Davis & Associates CPA Firm in January of 2012. She is instrumental in building client relationships and working with the financial side of our practice. She is a graduate of Sam Houston State University and holds series 6 and 63 licenses. Amy formally joined Avantax Planning PartnersSM in 2023.
Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855