Amanda Wilson, CFP®

Senior Wealth Advisor
 Portland, Oregon|
 Seattle, Washington|

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.

Accolades

She was named to Morgan Stanley’s prestigious Pacesetterʼs Club in 2020 and 2021 and named a Five Star Wealth Manager in 2021 & 2022, as featured in Seattle Magazine.

Personal Interests

Her hobbies include jogging along the Puget Sound, 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.

Amanda’s Offices

The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or [insert Magazine Name here] Magazine. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/awardwinners/SEAWM/.

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