Amanda joined The Meredith Group in 2011 and has served as a Registered Financial Assistant, Senior Financial Assistant, Financial Consultant, and now Financial Advisor. She holds Series 7 and Series 66 securities licenses, Life/Accident/Health/Annuity license with the Pennsylvania Insurance Department, and CERTIFIED FINANCIAL PLANNERTM designation.
Amanda started in the financial services industry as a financial assistant at a regional financial advisory firm in West Virginia. Prior to working in the industry, and after attending the University of Charleston, Amanda spent seven years working in accounting in New Mexico.
Amanda’s role with The Meredith Group focuses on relationship building and financial planning. She is an excellent communicator and spends most of her time engaged in tax planning, estate planning, providing investment recommendations, and implementing advanced goal-based financial strategies.