Chief Operating Officer and Client Liason
Amanda Pearson is the Chief Operating Officer and Client Liaison at Weston Banks Wealth Partners. She specializes in operational development, management,and client services.
From financial services to the software industry and even the hospitality world, Amanda has nearly 14 years of client service and operational experience.As a Psychology graduate of North Carolina State University, Amanda began her journey in the financial services industry in 2010 and is known for helping, educating, and supporting clients as they develop strategic investment plans for the future. Having held client services positions in various industries, Amanda is very detail-oriented and highly effective at tailoring her skills to meet the needs of a wide range of clients. In addition, she holds FINRA series 22 and 63 licenses.
Along with carrying the title ofChief Operating Officer and Client Liaison, Amanda is also a wife and mother of two. She currently lives in Apex, North Carolina with her husband, two young daughters, and three dogs. You can find them cheering on the Wolfpack and Carolina Hurricanes on the weekends or at the nearest park soaking up the Carolina sunshine.