Amanda Muse, Cfp® Email & Phone Number

As Director of Advisory, Amanda Muse manages the Financial Advisor team firmwide while also serving as a member of the Bogart Wealth leadership team. Amanda has over 12 years of experience in the Financial Services industry with a focus in both creating comprehensive financial plans for clients and managing advisor teams. Prior to joining Bogart Wealth in 2023, she spent 6 years at The Mather Group where she served in various roles including Wealth Advisor, Director of Wealth Management, Senior Director of Wealth Management of the Western Region of the United States, and most recently Managing Director of Wealth Management where she oversaw the advisor team nationwide.Amanda is passionate about helping clients achieve their retirement goals and believes that educating clients is essential to the planning process. Her background working with corporate executives on holistic retirement plans has given her experience in corporate benefits planning, pension analysis, cash flow planning, tax strategy planning, investment management, risk management and estate planning.As a native Louisianian, Amanda attended Louisiana Tech University before moving to Houston in 2011 where she later obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Outside of work, you can find her spending time outdoors with her daughter Marie and her dog Hector. She also enjoys live music, traveling, and volunteering with the Houston Livestock Show & Rodeo.

Listed skills include Customer Service, Event Planning, Nonprofits, Research, and 6 others.