Amy Nuttall Zwaan, MBA
Wealth Manager
Office: Fresno, CA
Team: Wealth Management
Education & Certificates
B.A., California State University, Fresno
M.B.A., San Diego State University
Professional Background
I have worked as a Wealth Advisor since 2005, serving a wide range of individuals, families, business owners, and nonprofit organizations with a wide variety of financial goals and investment needs. I spent the first 21 years of my career at UBS Financial Services, Merrill Lynch, LPL Financial, Raymond James, Alexander Capital/RBC, Yosemite Capital Management, before joining CW Advisors in 2026.
Personal Interests
Outside of my professional commitments, I enjoy traveling and I cherish time spent at home with my family, that includes our five pets.