Amanda Davis

Client Service Associate

Amanda serves as a client service associate based in our Madison, WI office, supporting the local advisory team by assisting with the financial planning process, completing incoming tasks and requests, and serving as a first point of contact for client relationships.

Amanda found her way to financial services after almost a decade in secondary education and over five years in real estate. She is passionate about helping others, leveraging her teaching skills to strengthen clients’ financial literacy and supporting her colleagues in their daily work.

Amanda currently resides in Madison, WI and enjoys spending her time playing pickleball and going on walks with her dog.

Previous Experience

  • English Teacher and Advisor at Sun Prairie High School
  • Real Estate Agent at Keller Williams
  • English Teacher and Advisor at City on a Hill New Bedford
  • Business and Marketing Assistant at Small Business Development Center

Education & Credentials

  • Ed., Boston University, Curriculum and Instruction
  • B.S., University of Wisconsin – Whitewater, Secondary English Education

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.