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Get found as the Top Financial Advisor in Alpharetta, GA
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Amanda M Coccia
Financial Advisor
Edward Jones - Alpharetta,GA
Life has a way of catching us off guard when we least expect it, but we don't have to go into a financial tailspin when we find ourselves on a different journey than we imagined. I deeply understand the importance of preparing for the unexp...... Show More
Location & Business Hours
Tuesday
08:00AM to 05:00PM
Wednesday
08:00AM to 05:00PM
Thursday
08:00AM to 05:00PM
View all days
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About
Life has a way of catching us off guard when we least expect it, but we don't have to go into a financial tailspin when we find ourselves on a different journey than we imagined. I deeply understand the importance of preparing for the unexpected. I'll help you safeguard what's most important to you using an established process and a mix of quality, diversified investments. We will partner together throughout your life to help grow your assets and reach your goals. My husband and I live in Forsyth County. Two of our boys have special needs, and it's my passion to help families like mine prepare for the future. This might mean discussing guardianship, government benefits and trusts. Complex planning needs of all kinds benefit from partnership with tax and legal professionals, and I work in concert with these professionals to develop a well-rounded, personalized strategy. I'm very involved within the special needs community, serving on the advisory committee of Spectrum, an autism support, education and resource provider in Gwinnett County. I'm also on the board of PowerUp Forsyth, a parent and caregiver support organization.I've lived in the suburbs of Atlanta and Chicago most of my life. I graduated from the University of Alabama in Tuscaloosa (Roll Tide!) with a journalism and business management degree. A natural curiosity and attention to detail have served me well at Edward Jones. I'm also a proponent of continuous learning to foster growth in both the professional and personal domains.Volunteerism and giving back at my church and in my local community is very important to me. In addition to the special-needs groups, I'm also on the board of the Forsyth County Women's Club and the Bethel Women's Group. I'm also a member of the Cumming Civitan Club. Financial literacy is a big concern today, and I strive to help others feel empowered and confident with financial topics. Whether you are a young investor or someone who finds yourself taking the financial lead for the first time, I'll be a patient and empathetic guide. If you are a seasoned investor, we will partner together to grow and protect the wealth you've built.
Specialities
Special Needs Financial Considerations
Estate & Legacy Strategies
Entrepreneurs & Business Owners
Retirement Savings Strategies
New Investors
College Savings
values and faith based investing
Search Rank ScoreLearn More →
55
/850
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Positions
- FINANCIAL ADVISOR
FAQs
Here are some Frequently Asked Questions about Amanda M Coccia
What organization is Amanda M Coccia associated with?
Amanda M Coccia is associated with Edward Jones.
What is Amanda M Coccia’s work email address?
Amanda M Coccia’s professional email address is a***********a@e**********.com. You can also email Amanda M Coccia by clicking on the contact Amanda M Coccia.
Where is Amanda M Coccia based out of?
Amanda M Coccia’s primary location is Alpharetta, GA.
What is Amanda M Coccia's phone number?
Amanda M Coccia's phone number is (470) 622-2126
What is Amanda M Coccia's title??
Amanda M Coccia is a Financial Advisor.