portrait of Amanda David
FINANCIAL ADVISOR
Client by Referral
Serving clients of all asset levels
CallSend Me a Message

About Amanda

At the heart of my practice is a simple mission: to empower you to take control of your financial future with confidence and purpose. Life’s journey presents each of us with unique financial challenges and opportunities – whether you’re building your career, navigating a major life transition or building a legacy. My commitment is to make sure you have a clear, informed path forward at every stage.

My approach is about more than numbers; it’s about understanding what matters most to you and creating a personalized strategy that reflects your vision. We’ll work through each step with clarity and strategy to...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Estate & Legacy Strategies

Work History

  • Edward JonesApril 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Podcasts

Team Members

  • Erica Rizia
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 03:00PM
Tue 09:00AM - 03:00PM
Wed 09:00AM - 03:00PM
Thu 09:00AM - 03:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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