LEADERSHIP
In 2016, Amanda embarked on a new chapter in her career journey, transitioning from a successful eight-year tenure in the banking industry to becoming a fully registered, independent Financial Advisor across multiple states, including NH, VT, ME, MA, RI, NY, MD, VA, DC, FL, NC, ID, and MT. Specializing in investments, college planning, retirement planning, Federal employee benefits, and wealth management, Amanda’s expertise spans a wide range of financial disciplines. As the visionary founder of Alder Tree Financial, she is deeply passionate about empowering families and individuals to navigate life’s financial stages with confidence and clarity. Amanda finds immense satisfaction in guiding her clients toward success and wealth, viewing each financial challenge as an opportunity to uncover tailored solutions. Her commitment to education and empowerment shines through in every interaction, as she collaborates closely with clients to craft personalized financial plans aligned with their unique goals and aspirations. Amanda considers it a privilege to accompany individuals and families on their financial journeys, and she approaches each opportunity with integrity, empathy, and unwavering dedication.
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Choosing insurance can be very complex. I provide a consultative service for consumers who need assistance with Medicare, life insurance and other insurance needs. I shop the market to find the best prices and benefits packages available all at no cost to the consumer.
Learn more & visit www.daisybenefits.net
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Advisory services also offered through The Patriot Financial Group, LLC and Cetera firms are under separate ownership from any other named entity.
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Important Information and Form CRS | Business Continuity from FINRA to consider before transferring your account.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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