Planning, Family Dynamics and Education
Amy L. Jucoski
National Planning Manager
Amy Jucoski is a director and national planning manager at Abbot Downing. She is responsible for leading the development and delivery of planning services consistently across offices and organizing large planning initiatives focused on enhancing the Abbot Downing planning practice. She also serves as the liaison for planners around process and provides job training. Amy continues to work with clients in the Southeast region to provide comprehensive financial and multigenerational estate planning, which she has provided to affluent clients and families since 2002.
Amy has been with Wachovia Bank, now Wells Fargo Bank, since 1994 and previously served in various management roles, including manager of new business implementations and systems support, employee benefits payment processing, and retiree call center groups within Wachovia Bank’s Trust Operations. She was a project manager for some of Wachovia Trust’s largest initiatives, including the development and implementation of Wachovia Trust’s Paying Agent product and the design and implementation of a retiree call center. Amy also spent one year in Wachovia Corporate Tax, where she was responsible for state tax return preparation for Wachovia Bank’s subsidiaries.
Amy earned a bachelor’s degree in science and management from the University of Phoenix in 2011 and an associate’s degree in paralegal from Champlain College in 1993. She has completed tax, accounting and other finance related courses at High Point University. She is a CFP® professional and a member of the Winston-Salem Estate Planning Council.
Amy makes her home in Lexington, North Carolina.