Amanda comes to us with ten years of experience in financial services. She began working at a local Central Florida firm in the new business department where she got off to a fast start. She was quickly promoted to a corporate role where she traveled the country implementing firm best practices. When she transitioned again into a working at a local office, she received several promotions and became the Director of Operations for Central and North Florida at a Fortune 100 company. While in this role, she served on the National Advisory Board representing the Compliance Committee. This committee partnered with senior leadership to strategize and implement improvements across the company, helping advisors and their clients.
Amanda has a wealth of experience in financial services operations and compliance. She has a proven track record and a wealth of experience. Amanda comes to us fully licensed with her 2- 15, Series 7, 9, 10, 63 and 24 securities registrations held with LPL Financial.
Amanda is originally from New Orleans, but grew up in Central Florida. She received her Liberal Arts degree from the University of Florida. She is married to Dustin Stevens, and they have two children, Nolan and Annabelle.