About Us
Amanda is the senior advisor for the Katz Wealth Management Group of Raymond James & Associates. She has been with Raymond James since 1999, having worked closely with her mentor and partner Erwin Katz, until his passing in October 2006.
Amanda is a proud graduate of Florida State University with a Bachelor of Arts in Political Science. She is licensed as a general securities representative through Raymond James, a member of the New York Stock Exchange, American Stock Exchange, FINRA, Philadelphia Stock Exchange, and the Chicago Board of Options Exchange. In addition, she holds insurance licenses in many states, as well as qualifications for managed futures.
Amanda is conversant with the needs of high-net-worth families, 144 equity selling, equity trading, commodities, cashless options, estate planning and charitable giving. She has completed several industry designations with advanced training, including Advanced Trust Education, Financial Planning Series, Long-Term Care, and Retirement Planning.
Amanda is also a leader in the not-for-profit and foundation arena, with extensive familiarity and experience in managing several prominent Tampa Bay Area Foundations. She works with major philanthropists in the region through charitable giving, legacy planning and private family foundations.
Amanda is a member of the West Pasco Community Service Council and the Trinity Rotary. She is currently a Board Member of Leadership Pasco and the PACE Center for Girls Pasco County.
Stephanie has been with the Katz Wealth Management group since March 2011, but has worked in a variety of roles at Raymond James’ international headquarters in St. Petersburg, Florida, as well as branches in West Palm Beach and Boca Raton, since July 2000. Beginning as an administrative assistant, she later became a registered sales assistant and most recently was a consultant with the Private Client Group’s Transition Services Team. Stephanie is Series 7and 63 licensed and makes use of her considerable knowledge of industry operations as she strives to deliver prompt service and comprehensive, accurate information to clients.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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