Amanda Horkey joined our team in 2015 as a Wealth Management Service Representative and brings over 10 years of experience in the financial services industry and more than 15 years in client services responsibilities. As part of Gary’s Wealth Management Team, Amanda directly assists clients with any service needs and/or questions, client account management, as well as processing and trading. Her goal is to provide clients with a caring and professional point of contact for both daily service needs and on extended projects.
In addition to her role as Wealth Management Service Representative, Amanda serves as the Alternative Investment Coordinator for the practice. Amanda works closely with Gary on all REIT, BDC, Structured Note and Market-based CD investments for clients.
Prior to joining Gary’s practice, Amanda worked for Fidelity Investments as a Premium Service Representative and High Net Worth Case Manager. Through experience she gained in these roles Amanda developed a unique ability to work with vendors, investment platforms, clients and back office operations to find resolutions to complicated service issues.
Amanda holds a B.B.A. in Business Administration and Management from Hesser College and is Life and Health insurance licensed in the state of New Hampshire. She holds securities registrations 7 and 63 through LPL Financial.
Amanda resides in NH with her husband and two daughters. She enjoys spending quality time with her family and friends.