Amanda Simconis Poston

CDFA®
Senior Investment Portfolio Analyst

Amanda has devoted more than 10 years to providing exceptional wealth management and planning services to high net worth individuals, families and businesses. Through a strategic and disciplined approach she focuses on gaining a holistic understanding each client’s financial situation and goals to develop and implement comprehensive strategic solutions.

Amanda is a CERTIFIED DIVORCE FINANCIAL ANALYST®. Through this specialization, she plays an active role in helping individuals and their attorneys sort through the financial complexities related to divorce, providing invaluable guidance leading up to and through the divorce process. In addition, she holds her Series 7 and 66 securities registrations, as well as life, accident and health insurance licenses.

Amanda began her career in 2008 as a private advisor within BB&T’s Wealth Management Department. In 2013, she joined Covington Financial Group of Wells Fargo Advisors as a financial consultant and transitioned with the team to Raymond James in February 2017 as a senior investment portfolio analyst.

Amanda earned a bachelor’s degree in finance from East Carolina University and is a graduate of the BB&T Leadership Development Program, The United Way Association of South Carolina’s Blueprint for Leadership and the Columbia Chamber of Commerce’s Leadership Columbia*.

Active in her community, Amanda supports the Columbia March of Dimes, is a member of the GFWC Women’s Heritage Club of South Carolina and has served on Pawmetto Lifeline’s Fur Ball corporate sponsorship committee.

Amanda lives in Columbia, South Carolina. In her free time, she enjoys traveling, outings to Lake Murray, and spending time with her family.

Areas of Focus

  • Portfolio, equity and asset allocation analysis
  • Investment research
  • Investment strategy development
  • Divorce Financial Analysis
  • Client presentations and proposals
  • Client relationship management

Raymond James is not affiliated with the above organizations and/or charitable causes.