Amanda Spence

Background

About Amanda Spence

Amanda joined Bank of America in 2004 in the Insurance Services department. She quickly discovered that client relationships and providing financial guidance were her passion, and in 2006 moved to San Francisco to transition into private banking. Amanda's approach with clients is formed on her decades of deep experience in lending and cash management. She believes that the best way to serve clients is to understand all aspects of their financial lives. From Amanda's perspective, integrating debt and asset management is essential in building successful, personalized strategies. Amanda is part of the Merrill Lynch Wealth Management San Francisco office. She lives in San Francisco, and splits time in the Sierras of North Shore Tahoe. She enjoys snowboarding, hiking, and indulging at the many amazing restaurants in San Francisco. Amanda holds a bachelor's degree in business administration, with a finance concentration from University of Richmond. She has obtained her CFP® certification and is a Certified Private Wealth Advisor® practitioner.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.