Amanda motivates clients to plan for their financial futures. She works with clients to effectively create personalized retirement plans that can generate income and wealth accumulation. She takes a comprehensive approach to planning, incorporating all aspects of personal, retirement, investment, estate, tax and business planning.
Amanda helps her clients better understand the financial marketplace to become more educated consumers. She believes everyone should be planning for their future, and assists all who are motivated to seek her help. Her objective as an adviser is to listen and then develop solutions, allowing clients to focus on what they do best and what’s most important to them. She has a strong desire to serve others through a caring, compassionate relationship that seeks to improve the lives of those she works with. Helping others realize their dreams gives her a great sense of fulfillment.
Amanda began her career in the financial services industry in 2006. She opened the first Edward Jones Investment office in the Daytona Beach area before going independent with 20/20 Financial Advisers in 2012. She is a graduate of the University of Central Florida and The American College of Finance where she earned her Bachelor’s Degree in Marketing/Finance as well as the Chartered Financial Consultant license (ChFC) and Accredited Asset Management Specialist designation (AAMS). She holds life insurance, health insurance, and annuity licenses with the State of Florida, as well as several other states. She holds her Series 7 and Series 66 securities licenses.
Amanda is also a small business owner which has fostered greater entrepreneurial skills enabling her to provide tested business consulting services. She understands business owners’ needs.
Amanda has been a trustee at the Ormond Beach Police Pension Board since 2009 and sits on the Board of Directors for the Healthy Start Coalition since 2014. She is a member of the Million Dollar Round Table (MDRT)*. She has appeared as a guest speaker on The Marc Bernier’s “Money All Stars” radio show. She is a native to the Volusia County area and currently lives in Port Orange, FL.
*Million Dollar Round Table other associated memberships are based upon product sales. For details regarding qualifications for these memberships, please visit the following web site address: http://ihs.mdrt.org