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Amanda Bernier, AIF®, CFP®

Financial Advisor,
Relationship Manager

HometownNewcomerstown, OH
Favorite Book or MovieThe Power of Positive Thinking | Interview with a Vampire
Ideal Dinner GuestMy dad, husband, and Taylor Swift
Words to Live ByThere are only two days in the year that nothing can be done. Once is called yesterday and the other is called tomorrow, so today is the right day to love, believe, do, and mostly live. - Dalai Lama
Qualities I Admire in PeopleSense of humor, integrity, and humble intelligence

Financial Advisors

Amanda is a wealth management advisor based in Green, OH.

Amanda joined CAPTRUST from Cornerstone Capital Advisors in 2019. She serves as a financial advisor, relationship manager and is responsible for providing comprehensive wealth management services to successful families and those nearing retirement. Amanda prepares her clients with easy-to-follow approaches to investment management, tax planning, Social Security analysis, Medicare advice, and retirement income replacement planning.

Prior to joining the firm, Amanda was a financial advisor with Cornerstone Capital Advisors. She has worked in the industry since 2008. She holds both the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® designations.