Amy Barrett

Amy Barrett

CLIENT SERVICE MANAGER

Amy is the primary point of contact for clients’ immediate needs and serves clients in a variety of administrative capacities. She works to ensure that all clients have a positive and satisfying experience with United Capital. Amy’s past financial background includes assisting in the management of client portfolios at Smith Barney in Washington, D.C. Amy also was an administrator in Smith Barney’s mutual fund department. Amy graduated from The Ohio State University with a BS/BA in International Business and Finance. Amy is a longtime resident of Rockville. She has one son in high school, one son in college, and two grown stepsons.