Amanda Pearson, AAMS, is the Practice Manager at McPherson Financial Group, where she has been helping clients achieve their financial goals for over 7 years. She holds an Associate of Science in Business Administration from Eastern Florida State College, along with certifications in Series 7, Series 66, and a Health, Life & Annuity License. Amanda also holds the AAMS Designation to further enhance her expertise in the field.
Born and raised in Brevard County, Amanda is a proud Rockledge High School graduate. She’s been married for 20 years to Steve, and together, they have two children: Christian, a Director of Christian Education in Kingwood, Texas, and Mary, a pre-professional dancer. When she’s not working, Amanda enjoys spending time with her family and friends, traveling to see Christian, and supporting Mary’s dance career. You’ll often find her at a dance event or at the studio, living her best dance mom life.
Amanda’s passion for financial planning began after nearly 18 years in Early Childhood Education. Seeking a career change, she jumped at the opportunity to join the financial industry, eager to gain more knowledge and contribute to her clients’ financial security. She is motivated by her drive for continued learning and the support she receives from those around her.
Amanda is committed to providing clients with the best service experience possible. She’s passionate about making sure each individual has the guidance they need to feel secure and informed on their financial journey.
Advice:
“Plan early, stay focused, and be consistent—small steps make a big difference over time.”
Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
CRS for Prostatis Group LLC as the RIA
Investment advisory services offered through Prostatis Group, LLC. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.
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Alternative investments have unique risks and are not suitable for all investors. Alternative investment products, including hedge funds, commodity hedged accounts and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.
Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products can execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.
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