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Amanda Davis

Advisor Image
Amanda Davis
Financial Advisor
.
MBA, BFA™
Part of the Highland Financial Group practice
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

Insight image
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. ⬇️​ ​
How the cash value of life insurance works
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
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