Amanda Stetson

Amanda Stetson Email and Phone Number

Financial Advisor at Raymond James @ Raymond James
st. petersburg, florida, united states
Amanda Stetson's Location
Portland, Maine, United States, United States
Amanda Stetson's Contact Details

Amanda Stetson work email

Amanda Stetson personal email

n/a
About Amanda Stetson

Being from a small Maine community, Amanda appreciates the importance of truly getting to know her clients. She aims to understand their story, values, and how they define wealth and prosperity for themselves and their families. She is deeply committed to helping her clients with their long-term goals and works diligently to exceed their expectations with the intention of being their life-long advisor.Amanda specializes in working with women who desire to partner with a compassionate professional. As your advisor, she will guide you through the financial planning process to create a personalized strategy tailored to you and your situation. Focusing on retirement and legacy planning strategies, Amanda welcomes the opportunity to work with your accountant, estate planning lawyer, and other trusted professionals.Amanda graduated from The University of Tampa in 2009 with a Bachelor of Arts degree after having studied at The University of Oxford in the United Kingdom. She attended the College of Financial Planning, where she received the CRPC® professional designation in 2018. After serving clients for nearly eight years at Edward Jones, Amanda joined Raymond James in 2022 and appreciates the firm’s dedication to client-first values.Giving back to the community is important to Amanda. She is an active volunteer for the Alzheimer’s Association, having held various roles over many years. In addition, she has organized numerous fundraising efforts for various charities during her career.Outside of work, Amanda can be found at the gym, training and pursuing her passion for bodybuilding. Amanda enjoys spending quality time with her three children Flynn, Lola, and Samuel, and their dog, Lucy.

Amanda Stetson's Current Company Details
Raymond James

Raymond James

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Financial Advisor at Raymond James
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
Amanda Stetson Work Experience Details
  • Raymond James
    Financial Advisor
    Raymond James
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Financial Benefit Services Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services
  • Edward Jones
    Financial Advisor
    Edward Jones Aug 2014 - May 2022
    Falmouth, Me

Amanda Stetson Skills

Leadership Networking Portfolio Management Management Investment Strategies Customer Satisfaction Investments Mentoring Finance Qualifying Prospects Team Leadership Customer Service Financial Analysis Insurance Retirement Planning Financial Planning

Amanda Stetson Education Details

Frequently Asked Questions about Amanda Stetson

What company does Amanda Stetson work for?

Amanda Stetson works for Raymond James

What is Amanda Stetson's role at the current company?

Amanda Stetson's current role is Financial Advisor at Raymond James.

What is Amanda Stetson's email address?

Amanda Stetson's email address is am****@****nes.com

What schools did Amanda Stetson attend?

Amanda Stetson attended University Of Tampa, University Of Oxford.

What skills is Amanda Stetson known for?

Amanda Stetson has skills like Leadership, Networking, Portfolio Management, Management, Investment Strategies, Customer Satisfaction, Investments, Mentoring, Finance, Qualifying Prospects, Team Leadership, Customer Service.

Who are Amanda Stetson's colleagues?

Amanda Stetson's colleagues are Adriana Barnette, Kunal Chandi, Bruce Katz, Milena Alicea, Ethan Taback, Rommel Miranda, Vishnu Gurjar.

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