Amanda David
Financial Advisor, AAMS™
- Role
- Financial Advisor at Edward Jones
- Location
- Easton, MD, US
- LinkedIn followers
- 500 followers
About Amanda David
At the heart of my practice is a simple mission: to empower you to take control of your financial future with confidence and purpose. Life’s journey presents each of us with unique financial challenges and opportunities - whether you’re building your career, navigating a major life transition, or building a legacy. My commitment is to make sure you have a clear, informed path forward at every stage.My approach is about more than numbers; it’s about understanding what matters most to you and creating a personalized plan that reflects your vision. We’ll work through each step with clarity and strategy to build an investment plan that considers growth, protection, and income, empowering you to make decisions with confidence. My passion lies in helping clients find their financial footing and flourish, especially women investors, divorcees, and individuals approaching retirement. With considerations in tax efficiencies, estate and legacy strategies, wealth protection strategies, and comprehensive retirement planning, I’m dedicated to ensuring your money works as hard as you do. Alongside me is my Sr. Branch Office Administrator, Erica Rizia, a seasoned Financial Paraplanner Qualified Professional (FPQP) with over 20 years in the industry, ensuring an exceptional client experience at every touchpoint.I believe in continuous learning to bring you the most relevant, informed guidance and am currently pursuing both my Chartered Financial Consultant® (ChFC®) and Certified Financial Planner™ (CFP®) designations. I’m also deeply invested in giving back to the community that I serve. Currently, I’m the president of the Talbot County Library Foundation Board, and founder of Women Who Care Talbot County. I have been actively involved with organizations such as For All Seasons, Rotary Club of Saint Michaels, Freedom Rowers and St. Michaels Farmers Market. Outside of the office, you’ll find me enjoying life with family and friends, whether boating, golfing, cycling, traveling, or savoring live music.If you’re ready to build a more confident financial future, let’s start a conversation about how we can turn your goals into reality. My team and I look forward to guiding you every step of the instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jun 2018 — Present · Easton, MD, US
Easton, MD
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