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Amy Wheatley

Amy Wheatley

Operations Director


Amy Wheatley is the Operations Director at Arbor Wealth. She monitors the day-to-day running of business operations to ensure the direction and coordination of the organization runs as smoothly as possible. She is influential in implementing operational plans and ensuring all processes and procedures are carried out efficiently and effectively. Amy helps to make the process between client and advisor as streamlined as possible. The goal is to make Arbor Wealth feel like a family just as much as a business.


Amy calls the Triangle area her home, even with traveling and having lived in various countries. She is a graduate of the University of North Carolina Wilmington with a degree in Finance looking to implement and expand her financial knowledge throughout Arbor Wealth. In addition to her business ambitions, Amy loves to travel and explore new settings with her adorable dog, Levi. In her spare time, she loves painting, traveling with her husband David, and catching up with family and friends.