Amanda Taylor

Portfolio Administrator

Amanda joined CWM in September of 2018 after graduating from Kennesaw State in Georgia with a BBA in finance. Working as our Portfolio Administrator, she handles anything from account administration, money requests, investment research, to preparing for client meetings.

Amanda has a diverse work experience in customer service, operations, administrative support and financial services. She believes that everyone has the ability to make a difference with their own special talents, and she applies this to every task she attempts, big or small. 

Outside of Work

Amanda believes there is always room for personal growth. She loves to read, learn new recipes, and most of all she loves to spend time with her rescue pups, Sadie and Cooper. They go hiking, to the dog park, and take long naps on the couch.

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A Wealth of Legacy
Estate Planning and Wealth Transfer
A Wealth of Legacy
Intrinsic in all people around the world is a desire to provide a better life for the ones we love, and to build ot...
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Us Bio

Invest early and often; think of it as purchasing small moments of freedom in the future—one asset at a time.

- Amanda Taylor
Sadie Bio

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