Amanda Dalia
Registered Client Relations Specialist, 1792 Wealth Advisors, RJFS
- Role
- Registered Client Relations Specialist, Rjfs at 1792 Wealth Advisors
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
About Amanda Dalia
My name is Amanda D\'Alia, and I’m a Registered Client Relations Specialist at 1792 Wealth Advisors. I support our founding advisor Bob Milligan, as well as Richard Miktus and Richard Osuji. After graduating from The King’s College with a Business Management degree in 2022, I spent over 2 years at PIMCO in Austin, Texas, as an internal wholesaler. During that time, I worked closely with financial advisors across the Southeast U.S. to optimize portfolio management and financial planning outcomes. My passion for supporting financial advisors led me to transition into wealth management, and now I play a key role in managing client relationships and ensuring a seamless experience. I hold my Series 7 and 63 licenses. Securities offered through Raymond James Financial Services, Inc, memberFINRA/SIPC. Investment advisory services are offered through Raymond JamesFinancial Services Advisors, Inc. 1792 Wealth Advisors is not a registeredbroker/dealer and is independent of Raymond James Financial Services. Pleasefollow this link to Important Disclosure Information:http://raymondjames.com/smicd.htm
Experience
Registered Client Relations Specialist, Rjfs
Mar 2025 — Present · Morristown, NJ, US
Education
The King's College
Bachelor's degree, Business Administration and Management, General
2018 — 2022
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