Amanda Kelson,

AAMS^® 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 out 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.

Naples, FL

1421 Pine Ridge Rd Ste 300 Naples, FL 34109-2116
T: 239.513.6500
F: 239.596.5474
TF: 800.843.2025

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 our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use