Amanda is a Financial Planner for Bluerock Wealth Management. She works closely with operations and advisors to gather information, present financial plans and implement strategies for clients.
“I fell in love with the industry by seeing how financial planning can make a huge impact in a client’s life. I saw that many people do not have the time to keep up with the ever-changing financial world and want to have assurance when facing unknowns. I love building relationships with clients and working to set a pathway to achieve their goals.”
Amanda started her financial planning career in 2013 with an internship at a wealth management firm while getting a degree in finance at the University of Georgia. Amanda ultimately earned her Master’s degree in Financial Planning from the University of Georgia as well. Before Bluerock, she worked at Mercer Advisors in Alpharetta. She most recently worked in Charlotte, North Carolina, as a Wealth Management Associate, and is excited to be back in Georgia! She has passed the CFP® exam and is working toward obtaining the CERTIFIED FINANCIAL PLANNERTM designation shortly.
A McDonough, Georgia native she enjoys spending her spare time with family and friends, reading and sewing.