Amanda Miniutti

As our Research Coordinator, I play an important role in supporting our Wealth Advisors and helping them deliver an exceptional experience for every client. I work closely with the advisors to prepare for client meetings, making sure they have the information, research, and resources they need to understand each client's goals and investment objectives and make thoughtful recommendations.

I also keep our advisors informed on current economic trends, investment products, and market developments, while helping ensure our portfolio models and solutions continue to meet client needs. In 2023, I expanded my role by obtaining my life insurance license, and I now work directly with clients to help address their life insurance needs and provide solutions that complement their overall financial plans.

I've spent more than two decades in the financial services industry. Before joining WFA Volare in 2004, I spent six years with another local investment advisory firm in an operational support role. I hold a Series 7 registration with Private Client Services, as well as my life insurance license.

Outside of work, my husband, Doug, and I enjoy spending time with our large extended families and making the most of that time together.