Amanda Wilson, CFP®
Designations and Licenses
Amanda is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Amanda creates comprehensive wealth management plans for professionals and investors to help them achieve their goals.
Prior to joining Mariner Wealth Advisors, she worked for Morgan Stanley. Prior to that, she was vice president at Barclays Wealth and Investment Management where she worked closely with executives of public companies, helping to provide strategies to hedge, liquidate and diversify their concentrated stock positions. She began her financial services career in 2010 in New York City, where she worked at BCG Partners and J.P. Morgan.
Amanda has a Bachelor of Arts degree focused on violin performance and French from the University of Puget Sound.
Her hobbies include jogging with her dog, hiking and backpacking in the Cascades and Olympics, and enjoying the natural beauty of her home state. She is active in supporting and performing violin in the local music community and loves to explore and support locally owned restaurants.