Amanda Colon-Stiegman

About Amanda Colon-Stiegman

I\'m a Puerto Rican, Dominican, and Icelandic American woman, a first-generation college…

Experience

1. Financial Advisor

   Merrill Lynch

   Dec 2020 — Present

   My ProcessIt all begins with you: your story, your goals, and what matters most. My team and I take time to deeply understand your values, family, career or business, and long-term vision. From there, I gather the full financial picture to assess where you are today and where you want to go.What You Can ExpectAs a client, you\'ll receive a personalized, high-touch experience backed by strategy, care, and a deep commitment to your success. My team and I provide:• A living, evolving financial plan tailored to your goals• The full power of Merrill and Bank of America: research, technology, and resources• Transparent guidance, with a clear understanding of your costs and the value you receive• Financial strategies aligned to your goals and risk tolerance• Holistic support: from portfolio management to estate planning strategies, tax minimization strategies, lending, and banking offered through Bank of America, N.A.• Consistent communication and quarterly reviews to stay proactive• Compassionate guidance through life\'s changes and challenges• A relationship that goes beyond advice, rooted in advocacy, community, and collaboration I\'m more than a financial advisor, I am extension of your support system-like family, walking alongside you every step of the way.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Education

• University of North Texas

  Bachelor's Degree

  1900 — 1900