Amanda is a Portfolio Administrator focusing on high-net wealth individuals, personal trusts and charitable organizations.
She has over 20 years of experience in wealth and estate management, personal trust administration, high-level client service, philanthropic strategy implementation and family and corporate entities with complex financial needs. Amanda actively works closely with clients and with the day-to-day aspects of client relationships. Amanda has completed the CFA Institute Investment Foundations Certification and volunteers at the United Way of Central Alabama, Forge Breast Cancer Survivor Center and March of Dimes. Amanda is also a Certified Trust and Financial Advisor.
Amanda earned a BA from Samford University, (Cum Laude).