Amanda McFarland

Client Experience Coordinator at Kathmere Capital Management - King of Prussia, PA, US

Amanda McFarland's Colleagues at Kathmere Capital Management
Brian Todaro

Wealth Management Associate

Contact Brian Todaro

Lauren Hammeke

Client Service Associate

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Grant Boyle

Retirement Plan Advisor

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Rebekah Derro

Director of Strategic Initiatives

Contact Rebekah Derro

Geoff Forcino

Private Wealth Manager | Director of 401(k) & Retirement Plan Services

Contact Geoff Forcino

Angela Yu

Director of New Client Onboarding and Marketing

Contact Angela Yu

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Amanda McFarland's Contact Details
HQ
610-989-3900
Location
King Of Prussia, Pennsylvania
Company
Kathmere Capital Management
Amanda McFarland's Company Details
Kathmere Capital Management logo, Kathmere Capital Management contact details

Kathmere Capital Management

King of Prussia, PA, US • 20 - 49 Employees
Financial Services

We are an elite team of Private Wealth Advisors who collectively serve as our client's Personal CFO. We work with a select group of business owners, executives, specialty professionals and their families who have complex financial lives.If you're like many of the successful people that we work with, you'd rather spend your time focused on what matters most to you, your family, your business, and your life, not on your financial plan or investments. That's where we come in. Our clients appreciate the depth of our investing and financial planning expertise, which brings them confidence about their financial future.The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Private Wealth Management Retirement Planning Corporate Retirement Plan Consulting Investing Financial Planning Estate and Legacy Planning Employee Stock Option Strategies Executive Benefit Strategies Business Continuation Planning
Details about Kathmere Capital Management
Frequently Asked Questions about Amanda McFarland
Amanda McFarland currently works for Kathmere Capital Management.
Amanda McFarland's role at Kathmere Capital Management is Client Experience Coordinator.
Amanda McFarland's email address is ***@kathmere.com. To view Amanda McFarland's full email address, please signup to ConnectPlex.
Amanda McFarland works in the Financial Services industry.
Amanda McFarland's colleagues at Kathmere Capital Management are Brian Todaro, Lauren Hammeke, Nick Leasure, Grant Boyle, Rebekah Derro, Geoff Forcino, Angela Yu and others.
Amanda McFarland's phone number is 610-989-3900
See more information about Amanda McFarland