As our Research Coordinator, Amanda works closely with our Wealth Advisors and clients to assist in identifying goals and investment objectives and design portfolios in an effort to pursue those objectives. Additionally, Amanda works to keep our advisors apprised of the most current economic and product data and to ensure current models and products are meeting expectations. Her ability to see things from a macro, big-picture point of view while still maintaining a sharp attention to detail directly supports our key mission of providing our clients with the best possible experience.
Amanda has worked in the financial services industry for eighteen years. Prior to joining Williams Financial Advisors, LLC in 2004, she worked for another local investment advisor for six years in an operational support role. Amanda holds a Series 7 registration with Private Client Services and is Shreveport born and bred. She lives with her husband Doug and enjoys spending time with friends and family…and the occasional shopping trip.
Getting to Know Amanda
Favorite Quote: “Not everything that counts can be counted, and not everything that can be counted counts” - Einstein
Favorite extracurricular interest: Politics