Amanda Kelson

Amanda Kelson

Investment Portfolio Associate

Amanda is a senior financial services professional who has been dedicated to assisting our clients for over 15 years. She has been successful in managing multiple assignments, which include business operations, client reporting and client event planning. Most importantly, she ensures each of our clients receives the support and attention they deserve and need. She earned her Series 7 license in 2007 and Paraplanner Designation in 2013 from the College for Financial Planning. Amanda assists our team in designing financial and investment plans including risk management and asset allocation strategies.

Before joining our team in 2005, Amanda served as a member service supervisor at Jeanne D’Arc Credit Union in Lowell, Massachusetts. She graduated from the University of Massachusetts at Lowell with a double major in marketing and business management.