Streamlining Success: A Smarter Onboarding Experience
We’re excited to welcome Amie Shields to Bristal Lane as our new Director of Transitions! With her leadership, we’re raising the bar on advisor onboarding, making your move faster, smoother, and more supported than ever before.
With over two decades of experience guiding advisors through critical business transitions, Amie brings a rare combination of strategic insight and hands-on support to Bristal Lane. Her approach goes beyond logistics, she understands the emotional and operational weight of changing firms and is committed to making the process seamless and empowering. Whether you’re an independent advisor looking to grow, or part of a larger team seeking a smoother shift, Amie’s leadership ensures that every transition is built for long-term success.