Amy Lawler, CFP®, CPWA®

Senior Vice President / Partner

Amy Lawler is Senior Vice President/Partner with Americana Partners. Prior to joining the firm in 2023, Amy was a Financial Advisor with The Fidelis Wealth Management Group at Morgan Stanley for more than seven years.

Amy joined the wealth management industry with experience in public accounting and healthcare financial management and consulting, serving in roles that have included Director of Analytical Reporting and Controller at Medical Center Health System. She also previously worked as a manager in Accenture’s Digital Health practice, using technology to create practical solutions for the struggles facing healthcare clients

Amy holds her CPA designation, a BBA in Accounting, an MS in Finance, and an MHA in Health Policy and Management from Texas A&M University. Amy actively volunteers with Midland Children’s Rehabilitation Center (MCRC) after completing two terms on the Center’s board of directors and has also served as a CASA advocate for CASA of the Permian Basin.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.