Amanda Davis
As an Advisor Associate in Wealthspire’s Madison office, Amanda works closely with clients and advisors throughout the financial planning process. Drawing on her background as an educator, Amanda also places particular importance on helping clients better understand their financial lives and the decisions in front of them. Amanda came to financial services after nearly a decade in secondary education and more than five years in real estate. She previously taught English and advised students at Sun Prairie High School and City on a Hill New Bedford and worked as a real estate agent with Keller Williams. Her teaching experience developed an ability to listen carefully, explain complicated topics in approachable terms, and meet people where they are, skills she now brings to financial planning and client relationships. Earlier in her career, she also worked with a Small Business Development Center in a business and marketing role. Amanda earned a Master of Education in Curriculum and Instruction from Boston University and a Bachelor of Science in Secondary English Education from the University of Wisconsin-Whitewater.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
