Amanda McHugh Stilwell
- Investment Advisor Representative (IAR),
series 65 Licensed Fiduciary - Certified Senior Advisor
- National Social Security Advisor
- Registered Social Security Analyst
- MDRT, Top of the Table
As Senior Wealth Advisor and Founder of Clarity Financial Solutions, Amanda helps her clients plan for their retirement years and navigate the complex financial landscape with care. She began her career in home health and hospice and saw firsthand how the absence of a clear retirement plan is detrimental when a critical or chronic healthcare event occurs.
Believing in a better way, she leveraged her unique perspective to support individuals and families in the financial services industry. Now, with over a decade of experience, she helps clients develop a clear retirement path with healthcare and investment strategies. She is a disciplined leader and compassionate advisor. In every step, she aims to help each person make the most of what is possible for them while protecting them from unforeseen events that can occur as we age.
To Amanda, leaving her clients better than when she first met them is the hallmark of how she works. She believes that education is the bedrock of healthy financial decisions, so she spends time providing her clients with the information they need to make informed decisions. From clearly explaining concepts to answering questions and discussing priorities, Amanda is thorough and candid in her support. She is well versed in Medicare, retirement-income strategies, life insurance, annuities, portfolio management, long-term-care protection, Social Security maximization, among other aligned priorities.
As she guides clients, Amanda tailors her support to reflect each client’s unique needs and goals. She appreciates the conversations and relationships that unfold as a result of the thoughtful planning process. She also has seen firsthand the difference that thorough support can make for people when they’re planning for the most important times of their lives. As a result, she aims to uncover ever opportunity that helps protect her clients and allows them to flourish.
Amanda is a native of South Carolina and graduated from Furman University with a double major in business and computer science. She is married to her high school sweetheart, Jason, and they have three adult children: Mason, Samuel, and Mary Ashton. In her free time, she enjoys practicing yoga and is a certified yoga instructor.