Title: Founder and Wealth Adviser
Company: Wealthcare of The Lehigh Valley
Location: Bethlehem, Pennsylvania, United States
Ayad Amary, MBA, Founder and Wealth Adviser at Wealthcare of The Lehigh Valley, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements and leadership in Financial Services.
Mr. Amary is a leader in the financial services sector, with more than 25 years of experience. Since 2021, as the founder and wealth adviser at Wealthcare of The Lehigh Valley in Pennsylvania, he has demonstrated a deep commitment to serving retirees and pre-retirees, particularly those in higher education and medical professions. In this capacity, Mr. Amary manages client relationships through regular review meetings, ensures portfolios remain aligned with market trends, oversees service requests, and maintains consistent communication with clients via a quarterly bulletin. His responsibilities also include monitoring current market events and staying informed through research publications.
Before founding his own firm, Mr. Amary excelled as the vice president and senior wealth adviser at Wealthcare Capital Management in Lehigh Valley from 2021 to 2024. In this role, he provided comprehensive wealth management services, guiding clients through complex financial decisions and adapting strategies to evolving market conditions.
Mr. Amary served as a lead wealth management adviser at Teachers Insurance and Annuity Association in Allentown, Pennsylvania, between 2018 and 2021, specializing in retirement planning for educators and professionals. He also served as a wealth management adviser at Teachers Insurance and Annuity Association from 2015 to 2021.
Among his earlier experiences, Mr. Amary was an investment consultant at Scottrade Inc. in Easton, Pennsylvania, from 2014 to 2015. He was also an investment consultant at The Vanguard Group Inc. in Malvern, Pennsylvania, between 2013 and 2014, after working as an investment specialist for the organization for less than a year. Moreover, Mr. Amary excelled as a professional trader and trader manager at Affinity Trading Institute (Legend Securities) in New York City, where he developed advanced trading strategies and managed trading teams from 2009 to 2012.
Mr. Amary’s career began in the late 1990s within the insurance and brokerage industry, where he worked on a straight-commission basis for nearly a decade. He subsequently succeeded as a senior financial consultant at Gruntal & Company and Ryan Beck & Co. in Allentown from 2000 to 2005, providing financial guidance and portfolio management services. This foundational period was followed by several years as a sales representative with Johnson & Johnson in Flemington, New Jersey, between 2006 and 2009, during which Mr. Amary gained valuable experience in pharmaceutical sales.
Mr. Amary’s academic background has played a significant role in shaping his professional achievements. He earned a Bachelor of Business Administration with a concentration in marketing from the Commonwealth University of Pennsylvania, Bloomsburg. Additionally, he received a Master of Business Administration in finance from DeSales University, equipping him with advanced knowledge essential for navigating complex financial markets.
In addition to his formal education, Mr. Amary’s credentials include the accredited investment fiduciary designation from Fi360, now Broadridge Financial Solutions Inc., awarded in 2021. Earlier, he became recognized as a certified financial planner from the Certified Financial Planner Board of Standards Inc., completed the financial planning certificate program at Boston Institute of Finance, earned a Pennsylvania life, accident and health license, and received Series 7, Series 63 and Series 65 licenses through the Financial Industry Regulatory Authority.
Mr. Amary is an active member of Victory House of Lehigh Valley, demonstrating his commitment to providing homeless veterans and homeless men with stable housing opportunities.
Throughout his career, Mr. Amary has been recognized for his expertise in retirement planning. His most notable professional achievement, however, is the establishment of his independent practice, which has allowed him to realize his vision for client-focused financial planning and build enduring relationships that are highly valued by those he serves.
Mr. Amary attributes his success to unwavering persistence, setting clear goals and methodically pursuing them. This disciplined approach has enabled him to adapt to changes within the business landscape while expanding his client base. Looking ahead, Mr. Amary remains dedicated to building upon his achievements while continuing to deliver exceptional service without taking success for granted.
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