Amanda Barclay, Senior Financial Advisor and Senior Vice President, began her financial services career in 1999. The Barclay Group guides multigenerational families and Corporate Executives by offering access to specialized wealth advisory, executive compensation structuring, succession planning, trusts, foundations, insurance and alternative investments.
Our goal is to pave the way to empower clients to feel confident, connected and in control of their financial futures. We welcome the opportunity to understand your life priorities and create a financial approach designed around you and your aspirations.
Amanda enjoys volunteering in her community through empowering women with confidence & success. She donates her time and financial knowledge to help fund science, find cures and provide medical services for underserved women.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
