BETHLEHEM, PA, October 17, 2025 /24-7PressRelease/ -- Ayad Amary has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Amary has established a distinguished career in the wealth management sector, marked by a commitment to client relationships and a dedication to professional growth. As founder and wealth adviser at Wealthcare of The Lehigh Valley since 2021, he primarily serves retirees and pre-retirees, with a particular focus on individuals in higher education and medical professions. In this capacity, Mr. Amary manages client communications, conducts regular review meetings, ensures portfolios remain aligned with market trends, authors a quarterly bulletin, monitors current market events and reviews research publications. His expertise in retirement planning has been widely recognized, and he is especially proud of the independent practice he has built. An achievement that stands as his most notable professional milestone is being honored as the Wealthcare Capital Management 2025 Advisor of The Year. The enduring relationships he has cultivated with clients are a testament to his dedication and the value he brings to those he serves.
While founding his own firm, Mr. Amary also served as vice president and senior wealth adviser at his affiliated firm, Wealthcare Capital Management. In this role, he provided comprehensive financial guidance and played an instrumental part in expanding the firm's presence in the region.
From 2018 to 2021, Mr. Amary served as lead wealth management adviser at Teachers Insurance and Annuity Association (TIAA) in Allentown, Pennsylvania. He also held the position of wealth management advisor at TIAA from 2015 to 2021. During his tenure at TIAA, he developed tailored strategies for clients navigating complex retirement decisions.
Mr. Amary's earlier experience includes serving as an investment consultant at Scottrade in Easton, Pennsylvania, from 2014 to 2015, where he advised clients on investment opportunities and portfolio management. He was also an investment consultant at The Vanguard Group, Inc. in Malvern, Pennsylvania, from 2013 to 2014, following his tenure as an investment specialist at The Vanguard Group, Inc. from 2012 to 2013.
From 2009 to 2012, Mr. Amary served as a professional trader and trader manager at Affinity Trading Institute (Legend Securities) in New York City, where he refined his skills in market analysis and trading strategies.
His career began in the insurance and brokerage industry during the late 1990s. He worked on a straight-commission basis for eight years before briefly transitioning into pharmaceutical sales as a sales representative for Johnson & Johnson in Flemington, New Jersey, from 2006 to 2009. Prior to that, he was a senior financial consultant at Gruntal & Company and Ryan Beck & Co. in Allentown, Pennsylvania, from 2000 to 2005.
Throughout his career journey, Mr. Amary has demonstrated resilience and adaptability, qualities that have enabled him to navigate industry changes while maintaining a steadfast commitment to his clients' best interests. He is also an active member of Victory House of Lehigh Valley and the American Amarian Charity Society reflecting his engagement with his local community.
Mr. Amary's academic background has been foundational to his success. He earned a Master of Business Administration in finance from DeSales University in Center Valley, Pennsylvania. He also holds a Bachelor of Science in business administration with a concentration in marketing from the Commonwealth University of Pennsylvania-Bloomsburg, graduating in 1997.
In addition to his academic credentials, Mr. Amary has pursued extensive professional certification. He became an accredited investment fiduciary through Fi360 (now Broadridge Financial Solutions Inc.) in 2021 and achieved CERTIFIED FINANCIAL PLANNER® status through the Certified Financial Planner Board of Standards Inc. in 2017, following completion of the financial planning certificate program at Boston Institute of Finance in 2016. His qualifications are further supported by his holding of a Pennsylvania life, accident, and health license, as well as Series 7, Series 63, and Series 65 licenses through the Financial Industry Regulatory Authority.
Mr. Amary attributes his achievements to consistent effort, clear goal-setting and persistence, values that have guided him throughout his career and continue to inform his approach today.
Born in Amar al-Hosn, Syria, Mr. Amary enjoys an active personal life outside of his professional responsibilities. He finds fulfillment through going to the gym, CrossFit training, gardening and spending time outdoors with his family, including his three daughters. Looking ahead, Mr. Amary remains focused on building upon his accomplishments while maintaining the high standards that have defined his career thus far.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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