Education:
Kenan-Flagler Business School, University of North Carolina at Chapel Hill BSBA Business Administration

Licensing:
FINRA Series 6,7,63,65

Areas of Practice:
Portfolio Management
Financial Planning
Individual Consulting
Business Consulting
Medical Professionals
 

Affiliations:
Charleston Young Professionals
Charleston Junior Woman's Club
Be a Mentor
 

 

Amanda Campbell, CFP®
Director of Financial Planning/ Financial Advisor

amanda.campbell@commonwealthfg.com
Tel: (843)884-4545
Fax: (843)884-4514
 

Amanda Campbell is a Financial Advisor for Commonwealth Financial Group in Charleston, South Carolina. She joined the Commonwealth team in 2014 after spending 6 years with an independent RIA in Raleigh, North Carolina.

With her expertise in wealth management and retirement strategies, Amanda works with other advisors at Commonwealth to help them create comprehensive, fee-based financial plans for families and professionals. These plans help serve as a roadmap for identifying and prioritizing a client’s risk management, asset growth, tax and estate needs and desires. She works closely with the Commonwealth team of advisers to develop and implement customized solutions.

Amanda is a graduate of the Kenan-Flagler Business School at the University of North Carolina-Chapel Hill and obtained her Certified Financial PlannerTM certification in 2012. She is a registered representative and Investment Advisory Representative of Securian Financial Services Inc. and holds FINRA Series 6, 7, 63, and 65 registrations. She is life and health insurance licensed in the state of South Carolina.

Originally from upstate New York, Amanda now resides with her husband and dog in Mount Pleasant, South Carolina. She enjoys travel, staying active and experiencing all that Charleston has to offer.

*Commonwealth does not provide specific tax advice. You should consult a tax advisor regarding your individual tax situation.