Amanda Wilkes

Amanda Wilkes

DIRECTOR OF CLIENT SERVICE

1-866-417-4156

amanda@wasmithfinancial.com

As Director of Client Service at W.A. Smith Financial Group, Amanda’s top priority is to provide exceptional service to the clients. This includes assisting with case preparation, assisting advisors with evaluating portfolios, various service items and additional requests in regards to clients’ custom retirement plan.

Amanda holds her Ohio Life Insurance license and joined the team at W.A. Smith Financial in 2016. She and her husband Justin enjoy traveling, practicing yoga, and spending time on the Lake Erie islands.

GETTING TO KNOW AMANDA

Favorite food: Mint chocolate chip ice cream

Favorite holiday: Thanksgiving (Because some years it falls on my birthday)

Hidden talent: I’m a pretty talented yoga teacher!

If you could meet anyone, past or present, it would be: Steve Jobs

Best piece of financial advice you’ve ever received: It’s not how much you make it’s how you spend it.

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  • Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.