"What is rewarding about the wealth management profession is earning the trust of a client and adding value as one of their key advisors."
Role at Mission Wealth
As a Client Advisor, Amanda becomes personally acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement. Ms. Thomas has extensive experience working with the financial needs and goals of divorcees, widows, and multi-generational families.
Specializations
- Divorce Planning
- Independent Women
- Multi-Generational Families
- Retirement Planning
- Widows and Divorcees
Professional Background
Amanda has over 35 years of financial experience. Prior to joining Mission Wealth in 2006, Amanda spent 11 years as a Vice President in Private Banking at Northern Trust Bank in Santa Barbara, working with high net worth clients and their banking, investment, and trust needs.
Amanda has a Master of Science in Financial Planning from the College for Financial Planning, as a well as a Bachelor of Arts in International Studies and Classics from the University of North Carolina at Chapel Hill.
Credentials
Personal Pursuits
Amanda was born and raised in Miami. Currently residing in Santa Barbara with her husband, she enjoys travel and all outdoor sports including beach volleyball, golf, tennis, hiking, skiing, and swimming.
Amanda is Past President and current member of the Planned Giving Committee of the Santa Barbara Maritime Museum, and a past board member of the Junior League of Santa Barbara, City of Santa Barbara Human Services and Community Development Commission, Santa Barbara Young Professionals Club co-founder, and Santa Barbara Small Business Loan Fund.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
Awards & Recognition
Pacific Coast Business Times “Top 50 Women in Business” in 2017 in the Business and Finance category. Disclosures.
Spotlight on Amanda Thomas
In this interview Amanda discusses her passion for sports, travel and languages!
