Amanda Phillips-DeSaverio, CFP®

Wealth Advisor | VP at Wealthspire Advisors

Denver Metropolitan Area Contact Info
403 followers 403 connections

Join to view profile

About

As a financial advisor at Wealthspire, I provide comprehensive wealth management services to business executives, entrepreneurs and multi-generations families including investment management, risk management, guidance on tax & estate planning, and charitable giving. I pride myself on understanding my clients’ holistic financial picture and am dedicated to forming strategies around their unique circumstances and goals. My role is as a fiduciary working in the best interests of my clients rather than on a transactional basis.

I can be reached at amanda.phillips@wealthspire.com or by phone at 303.954.5185.

Activity

Join now to see all activity

Experience

  • Wealthspire Advisors Graphic

    VP

    Wealthspire Advisors

    - Present 1 year 1 month

    Denver, Colorado, United States

  • The Corundum Group Graphic

    Wealth Advisor | VP

    The Corundum Group

    - 3 years 2 months

    The Corundum Group, a division of Central Bancorp, is a wealth management and estate-planning firm with a niche in the inter-generational wealth transfer field.

  • Sunflower Bank Graphic

    Wealth Management Advisor | Vice President

    Sunflower Bank

    - 4 years 5 months

    Greater Denver Area

  • First Western Trust Graphic

    Vice President | Portfolio Manager

    First Western Trust

    - 8 years 5 months

    Primarily responsible for building and maintaining client relationships. Amanda partners with high net worth individuals to implement customized investment management strategies as a part of their overall wealth plan, as well as providing ongoing portfolio analysis and management.

    First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $4…

    Primarily responsible for building and maintaining client relationships. Amanda partners with high net worth individuals to implement customized investment management strategies as a part of their overall wealth plan, as well as providing ongoing portfolio analysis and management.

    First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $4 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.

Education

Licenses & Certifications

  • Certified Financial Planner

    Certified Financial Planner Board of Standards, Inc.

    Issued

Organizations

  • Dumb Friend League

    Board of Directors

    - Present

Recommendations received

1 person has recommended Amanda

Join now to view

More activity by Amanda

View Amanda’s full profile

  • See who you know in common
  • Get introduced
  • Contact Amanda directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Add new skills with these courses

See all courses