Amanda R. Bertelsen

Amanda R. Bertelsen

Registered Client Associate

Phone: 904-351-7645
Fax: 904-351-7601
E-mail:
 

Amanda joined the Forbes, Thompson & Gilham Wealth Management Group of Wells Fargo Advisors in June 2015. Amanda enjoys planning events for clients and helping clients with investment recommendation implementation.

Some Facts about Amanda:

• Registration include Series 7 (Securities) and Series 66 (Uniform Combined State Law).

• Graduated Cum Laude from Florida State University with a degree in Hospitality Management, specializing in conference and event management.

• Worked at the Polynesian Resort in the Walt Disney World Resort.

• Graduated Valedictorian from University Christian School.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member FINRA/SPIC.