Amanda Legler
Sr. Manager- Wealth Advisor
- Role
- Sr Manager- Wealth Advisor at Charles Schwab
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Amanda Legler
As a wealth advisor, I specialize in helping families take control of their complicated financial lives. Many times, that looks like navigating stock options, restricted stock units, or complicated employer benefit structures. My name is Amanda Legler. I’m a CERTIFIED FINANCIAL PLANNER™” practitioner, I assist clients by: • Organizing. Creating simplicity out of the financial noise in client’s lives. • Analyzing. Providing research-based financial planning and investment expertise on a holistic level. • Educating. Cultivating a client’s understanding of complex financial opportunities to help them reach their goals.• Implementing. Providing direction and follow-up to help busy clients achieve results.
Experience
Sr Manager- Wealth Advisor
Jan 2024 — Present
Certified Financial Planner™
Education
College for Financial Planning
Master of Science - MS, Personal Financial Planning
2016 — 2018
Anderson University
Finance, Concentration in Investments
2009 — 2010
Tri-County
Academic Honor's, Valedictorian
2006 — 2009
Purdue University
College of Health and Human Sciences, Bachelor of Science-Financial Counseling and Planning, Minor in Management
2010 — 2013
Skills
- Budgeting
- Youth Financial Literacy
- Program Management
- Time Management
- Financial Analysis
- Asset Management
- College Funding Strategies
- Wealth Management
- Series 7
- Series 66
- Estate Planning
- Mutual Funds
- Income Protection
- Charitable Trusts
- Deferred Compensation
- Non-Qualified Deferred Compensation
- Buy-Sell Agreements
- Disability Insurance
- Traditional Ira
- Roth Ira
- Iras
- Business Networking
- Financial Services
- Strategic Financial Planning
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