Amanda Stetson Email & Phone Number

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.

Listed skills include Leadership, Networking, Portfolio Management, Management, and 12 others.