Amanda Phillips is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients from our office in Indianapolis, Indiana.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Amanda uses her objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. Her goal is to help those she serves have the clarity and confidence to focus on the things that matter most to them. Amanda and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.
Prior to her role as a private wealth advisor, Amanda worked in the company’s private wealth division as a senior financial planner. Before joining the company, Amanda served as a Client Service Manager with Oxford Financial Group, Ltd. where she worked closely with clients to meet their financial planning needs and assisted with implementing both planning and investment recommendations. While there, she also worked with ultra-high-net-worth clients regarding the complexities of closely held businesses, generational wealth transfer, and private foundations.
Amanda graduated with distinction from Purdue University with a BS in financial counseling and planning.
Amanda is an active member of her local church where she volunteers her time as a small group leader and helps lead a Financial Foundations class offered by her church.
She and her husband, Adam, have three children and live in Brownsburg, Indiana, a suburb of Indianapolis.
