Amanda has been a part of the Dunuwila Private Wealth team since 2015. Over the years, she has gained firsthand experience across nearly every role within the business, giving her a well-rounded understanding of both client service and investment operations. In 2025, she was promoted from Client Service Manager to Financial Planning Analyst, reflecting her continued growth and expanded responsibilities.
In her current role, Amanda combines her strong technical knowledge with a detail-oriented approach to support the advisor and clients. She is known for her precision, thoughtful analysis, and strong grasp of investment products.
Primary Responsibilities:
- Helping monitor client accounts and investment models
- Executing trades
- Assisting advisor with building and maintaining financial plans
- Analyzing client tax returns
- Tracking Required Minimum Distributions (RMDs)
She earned her bachelor’s degree from Houghton College. She holds a Series 7 registration, a Series 66 registration, and just acquired her CFP® certification.
Amanda resides in Liverpool, NY.