Amanda Thomas

Background

About Amanda Thomas

As the Director of Philanthropic Strategy at Mission Wealth, I guide and educate clients to formulate an effective philanthropic plan and discuss tax-efficient giving strategies that will establish a legacy of impact for future generations. These customized solutions are aligned with our ongoing client service model that includes annual Wealth Management, Tax Management, and Estate Plan Reviews to ensure that client cash flow, tax impact, and legacy considerations are addressed. A client’s philanthropic plan can also include engagement of the next generation, impact investing, and research on nonprofits that are aligned with their mission. I think the most rewarding part of my role is earning the trust of a client and family and adding true value as one of their key strategic advisors. I have extensive experience working with the financial needs and goals of divorcees, widows, and multi-generational families. Prior to joining Mission Wealth in 2006, I spent 11 years as a Vice President in Private Banking at Northern Trust Bank in Santa Barbara, working with high net worth clients and their banking, investment, and trust needs. Mission Wealth is a nationally recognized wealth management firm that specializes in guiding clients through major life events. Our clients seek our help when faced with events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, health concerns or loss of a loved one. Through our integrated approach, we help people feel more confident in their financial future. To learn more, visit our website at missionwealth.com or reach out via message! I was born and raised in Miami, FL and currently reside in Santa Barbara with my husband. I enjoy all outdoors sports including beach volleyball, golf, tennis, hiking, skiing, and swimming. I look forward to connecting with you!