Client Development Advisor
Amanda Merrill, JD, CFP®
Amanda entered the wealth management field because of a strong desire to help people and empower them with clarity and confidence around their financial lives. The most rewarding part of her day is getting to know prospective clients and their unique stories. She loves to hear about where they’ve been, what’s important to them, and where they want to go.
As client development advisor Amanda implements and manages client development, helps drive organic growth and leads ongoing coaching for Buckingham Strategic Wealth’s diverse wealth advisory teams. She also collaborates with strategic partners to educate clients on the value of Buckingham’s holistic approach to financial planning. Amanda takes pride in her fiduciary commitment providing clients with trusted advice and financial solutions that are custom tailored to their unique needs and goals.
Before joining Buckingham in 2019, Amanda began her career in financial services as a business development associate at HGK Asset Management. She later moved to Moneta Group where she served as an advisor and gained extensive experience driving meaningful client engagement. Amanda earned a Bachelor of Arts in political science from Kent State University and a Juris Doctor from Case Western Reserve University.
Amanda is active in her community serving as a member of the Delta Gamma St. Louis Alumnae Chapter, the St. Louis Women in Investments Network and the young professional board for Girls on the Run St. Louis. Born in Ohio, Amanda is married and enjoys various fitness activities including marathon running, yoga, cycling, international travel and wine tasting.