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Amanda Dargie

Extremely driven & self-motivated financial services industry professional.

Amanda Dargie is a seasoned professional with over a decade of experience in wealth management, specializing in high net worth and ultra high net worth clients.

She holds licenses for NASD Series 7, 63, and 65, showcasing her expertise and commitment to the financial services industry.

Amanda has a proven track record of overseeing wealth management teams and excels in managing day-to-day operations efficiently.

During her tenure at J.P. Morgan as a Financial Advisor, she honed her skills in building strong client relationships and creating tailored financial plans that align with clients' unique goals and risk profiles.

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Location

Durham, North Carolina