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Amanda Davis

Advisor Image
Amanda Davis
Financial Advisor
.
MBA, BFA™
Part of the Highland Financial Group practice
7215 East 21st Street Suite C
Indianapolis, IN 46219
Women's Markets
Young Families
Retirement Planning
Business Owners
About Amanda
About Amanda

I am a wife and a mama of two little boys. I also have three dogs ( Kevin, Koopa, and Timber). When I am not working, I am typically spending time with my family watching movies, drawing and coloring, building block towers, or playing superheroes. We love the Colts and the Pacers, and enjoy traveling when we have the chance.


I spent several years as a healthcare professional before joining Thrivent, and I am thrilled that I can now use that same passion I had for caring for patients to help clients all over the country achieve financial clarity- no matter where they are starting from! Helping others reach their financial goals and giving them the ability to feel informed and empowered when it comes to their financial situation gives me so much joy!



My qualifications
  • Bachelors, Franklin College
  • Masters of Business Administration/Management, Western Governors University
  • Masters in Business Administration
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Colorado
  • Florida
  • Illinois
  • Indiana
  • Kentucky
  • Michigan
  • Ohio

Insights

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The great wealth transfer: What baby boomers need to know
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️
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Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN
Should you get life insurance in your 20s? 5 reasons to consider it
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​
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Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations