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About Amy J. Harmon

Amy has been in the financial services industry for over 27 years working in banking as a manager, loan officer, as well as working as a real estate broker for seven years. In 2004, she realized her passion for helping people make good decisions with their money and pursued obtaining her securities registrations. She began her career as a financial advisor at MetLife in Shelby, NC. Amy has worked inside bank platforms as a financial advisor as well as with New York Life Insurance Company in Charlotte, NC. In 2012, continuing to make her dream a reality, she began an independent practice. She earned the 2013 Woman of the Year award, awarded by The National Association of Professional Women membership who join together to develop innovative business and social relationships. To inspire female professionals to excel in their careers, Harmon founded the networking group, “PUMPS” (Professional, Upscale, Meeting, Partnering for Success) which she began in Charlotte, NC and now has a new chapter in Kings Mountain, NC. The group meets once a month to exchange ideas, referrals, and listen to guest speakers. She is passionate about helping all people achieve economic success and financial security. In addition to investments, she specializes in helping woman who have gone through a difficult time, like divorce or losing a loved one, as well as long-term care planning. She often works in conjunction with a clients’ team of trusted professionals to reposition assets to pay for long-term care while preserving life savings. Amy resides in the Grand Strand area with her dog Maggie Mae. She has two children, Josh and Lindsay.

Certifications

Series 6, 7, 63 and 66 securities registrations held with LPL Financial

LPL Financial Form CRS
Your Bank (”SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (”LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

About Amy J. Harmon

About Amy J. Harmon

Certifications

Holiday Hours

Amy J. Harmon

About Amy J. Harmon

Certifications

Amy J. Harmon

Holiday Hours