As an Investment Advisor Representative Amanda acts as a resource, guiding her clients in making financial decisions for their future. Working collaboratively, she guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. She helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence. Amanda earned her Bachelor of Science in Business Administration with a concentration in Finance from Bryant University.
Driven by a genuine passion for helping others, Amanda strives to build meaningful relationships and empower her clients to feel confident in their financial well-being. Beyond her professional work, she values wellness, creativity, and giving back to her community. She is an active volunteer with dog rescue organizations and enjoys spending time with her family, friends, and her rescue dog, Rocco.
AR Insurance License #21633228
CA Insurance License #4563940
I am licensed to offer fixed insurance products and services in CT. State Licenses vary. Domiciled, CT