Amy Trotter is dedicated to helping clients of Trotter Wealth Management Group prioritize and pursue their financial goals. By leveraging the resources of one of the nation’s largest financial services companies, she works tirelessly to help clients not only stay on top of their finances but also feel empowered about their future. Whether constructing an investment strategy that aligns with their aspirations, designing a retirement plan to help ensure a steady income, or navigating the many financial options available, Amy is dedicated to providing the personalized attention and care that her clients truly deserve.



Amy’s career in financial services began in the late 1980s with her role as a bond trader at A.G. Edwards and Sons (a predecessor firm of Wells Fargo Advisors) in St. Louis, Missouri. She ultimately became the Assistant Vice President of zero-coupon bond trading in St. Louis, which led her to her next opportunity. Amy then transitioned to trading bonds in Chicago, where she eventually became the Vice President over U.S. government zero-coupon bond trading for EVEREN Securities; another Wells Fargo Advisors predecessor firm. She served as EVEREN’s VP until 2000, when she started with Wells Fargo Advisors. Amy was a Partner for over two decades at the Wells Fargo Advisors Barrington branch before deciding to start her own practice, Trotter Wealth Management Group, in 2022. She holds that this decision was fueled by the desire to allocate her team’s resources more efficiently to enhance focus specifically on her clients.



Amy received her B.S. in Finance from the University of Illinois at Urbana-Champaign College of Commerce and Business Administration (now the Gies College of Business) in 1988. She holds FINRA Series 7, 24, 63 and 65 securities registrations as well as insurance and long-term care licenses. She is a Wells Fargo Advisors Platinum Council member and has been awarded as such annually since 2011. Amy was one of Forbes' Best-In-State Wealth Advisors in 2019 and 2020 and has been one of Forbes’ Best-In-State Top Women Wealth Advisors consecutively since 2022. This year, her team was also recognized as a whole on Forbes’ Best-In-State Top Wealth Management Teams list. Additionally, she received the Working Mother’s Top Wealth Advisor Moms award in 2019, acknowledging her accomplishments as a working mother.



Amy lives in Kildeer with her husband, Dan. They have three children - Katherine, Jack, and Maggie. When she’s not working, Amy loves to spend time with her family. Every year, she plans a trip for and travels with over 50 extended family members.






2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Forbes.com).

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

Zachary Dalzell brings an energetic, comprehensive approach to supporting the clients of Trotter Wealth Management Group. Zach deeply values his relationships with clients and enjoys catering to their unique needs. Zach recognizes the significant impact that investment planning can have on families and cherishes his role in helping to preserve their wealth over time.


Zach has been in the financial industry for over a decade and was a member of the team before it transitioned from Wells Fargo Advisors to Wells Fargo Advisors Financial Network. His operational management is essential to our organization and efficiency. Zach is known for his patient assistance with onboarding clients and serving their every need.

 

Zach comes from a background of educators and corroborates the importance of financial literacy. He is passionate about enabling clients with the information they need to pursue financial confidence. A University of Illinois at Urbana-Champaign graduate, Zach has always been interested in general economics and finance, particularly as they relate to world history and current events. Zach’s experience in Finance began in the banking sector, initiating his in-depth understanding of asset management and financial wellness.

 

Originally from Crystal Lake, Zach returned to his roots in the Chicagoland area after graduating from college. In his free time, Zach enjoys watching Illini sporting events with his wife, Nicole, as they are both Illinois Alumni and avid fans. Zach and Nicole live in Huntley and recently started their family together. They plan to stay in the area as they raise their infant daughter, Addie.