About Amy

Building lasting and meaningful client relationships -- Committed to the highest personal and professional standards.

Amy Bock is the owner and president of MoneyCare, LLC. She is a member of the American Association of Daily Money Managers and holds the designation of Certified Trust and Financial Advisor (CTFA). Amy's 25 years of experience as a bank trust officer with U.S. Trust, Bank of America Private Wealth Management, and its predecessors, has afforded her a wealth of knowledge and experience surrounding fiduciary and trust activities, financial planning, tax planning and investment management. This experience has uniquely positioned her to now serve as daily money manager or independent trustee for individuals and trusts. She has worked closely with clients through all stages of their lives and across generational lines.

 

Amy received her Bachelor of Science degree in Business Administration, with a specialty in Finance, from the University of Florida in 1987. Early in her career, she attended and graduated from the American Banker's Association's National Trust School (1992-1993) and National Graduate Trust School (1994). Amy earned her CTFA designation in 2001.

 

Amy launched MoneyCare, LLC, in early 2015. She provides financial assistance to individuals who no longer want to, or are able to, manage their day-to-day financial matters, serving a wide range of needs from basic to complex.

History of Client Delight

“I was delighted to have the chance to refer you...It is very easy to recommend you, Amy; I have worked with you long enough to know just how good you are.”                                                                                                              - David Terry, Esq.

“I greatly appreciate your serving in my Trust back-up positions. This is something I've worried about since Mom died 15 years ago...So pleased you've started MoneyCare!”                                                                                                   - Margaret W.

“We just wanted to say thanks again so very much for all the help you gave us as we started dealing with my parents’ trust and related matters. Things really went very very smoothly and we really didn’t have much in the way of issues or questions.  That was no doubt due to the excellent advice, information and help you had given us as we started this process last December. So we just wanted to say thanks again for all you did to help us. We really appreciated it very much.”

                                                                                                                   - Ray and Janet P.

“I am writing to tell you that you have one amazing employee. U.S. Trust is the trustee of my Aunt Frances’ trust and she has been diagnosed with dementia. Amy Bock handles my aunt’s account and has done a fantastic job under the circumstances. Amy is very professional and at the same time she cares about her clients. Bank of America is lucky to have her. She deserves a gold star!”

                                                                                                                                  - James B.

While employed at U.S. Trust: “I congratulate Amy on another successful year!” “Amy follows all protocols and procedures to manage risk. Amy is a valued partner with teammates and business partners, both internal and external. Amy holds herself to high personal standards and manages her daily work accordingly. Amy maintains positive working relationships and resolves disagreements in a professional manner. Amy is client-focused and provides quality service, addressing inquiries and issues timely. Amy is a very experienced fiduciary administrator and understands the business extremely well.”  

                   - Performance Review – Manager's Goal Rating: Exceeds Expectations

 

“I would like to commend Amy Bock for the efficient, and caring, assistance she provided during the recent illness and death of my aunt, Ruth S.  I live in VA, and it was important to me to have an Orlando contact. Amy always promptly returned my calls, kept me informed and went beyond my expectations of a trust officer. My mother and I are very grateful to her.”                                   - Carol P.

“I do know both my parents and Aunt Margaret respect you highly and are appreciative of the care you showed toward Margaret and her family…as do I and my siblings.  And we sincerely thank you from the bottom of our hearts.” 

                                       - Barbara G.

© 2015 by MoneyCare, LLC