Amanda Lee Tapager

Advisor at Edward Jones — Butler, PA N Main Street Ext

Updated today

Credentials

Series 66

Experience

6 years

Location

Butler, PA 16001

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,134 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Amanda Tapager is a financial advisor at Edward Jones in Butler, PA, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at SRU Federal Credit Union and Concordia Lutheran Ministries, as well as periods as a full-time student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Butler, PA N Main Street Ext

1650 N Main Street Ext

Butler PA 16001

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

6 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Full Time Student

2019 - 2020 • 1 year

Butler, PA

SRU Federal Credit Union

2018 - 2019 • 1 year

Slippery Rock, PA

Concordia Lutheran Ministries

2017 - 2018 • 1 year

Mars, PA

Full Time Student

2016 - 2017 • 1 year

Butler, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Garrett B

Series 66

Zelienople, PA

Centauri Advisory Group, Inc.

Garrett Bishop is a financial advisor at Centauri Advisory Group, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, First Commonwealth Bank, and Westminster College. Outside of advisory services, Garrett is the COO of Checkmate Rentals and an active property and casualty insurance agent. Centauri Advisory Group, Inc. provides financial planning and portfolio management to individuals, trusts, and small businesses, managing approximately $75.7 million across 383 clients. The firm focuses on conservative to moderate risk profiles using a model-portfolio approach with core plus satellite construction, offering services such as asset allocation, income optimization, and access to third-party managers.

Income planning General retirement planning Annuities Self-Employed
user avatar

Vanessa M

Series 66

Butler, PA

Randall & Associates Wealth Management

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Kevin P

ChFC®, Series 63

Zelienople, PA

Centauri Advisory Group, Inc.

Kevin Phillis is a ChFC® credentialed financial advisor with 43 years of industry experience. He is affiliated with Centauri Advisory Group, Inc. and has worked with Trustmont Financial Group, Inc. since 2007. Phillis is a part-owner of Jack L. Bonus Insurance Company, where he sells property and casualty insurance as well as life and health insurance. Centauri Advisory Group, Inc. provides financial planning and portfolio management to individuals, trusts, and small businesses, managing approximately $75.7 million for about 383 clients through four advisors. The firm emphasizes conservative to moderate risk investment profiles using a model-portfolio approach centered on a core plus satellite strategy.

Income planning General retirement planning Annuities Self-Employed
user avatar

Tyler F

Series 65

Zelienople, PA

Centauri Advisory Group, Inc.

Tyler Falk is a financial advisor at Centauri Advisory Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Centauri Advisory Group since 2016. Outside of his advisory role, he coaches junior varsity baseball and basketball at Riverside High School and has served as treasurer for a state senate campaign. Centauri Advisory Group provides financial planning and portfolio management to individuals, trusts, and small businesses, focusing on conservative to moderate risk profiles. The firm employs a model-portfolio approach combining core and satellite strategies, utilizing mutual funds, ETFs, and other investment vehicles, and offers additional services such as income optimization and longevity planning.

Income planning General retirement planning Annuities Self-Employed
user avatar

Donovan S

Series 65, Series 63

Butler, PA

Randall & Associates Wealth Management

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bennett Associates Wealth Management and Northwestern Mutual in various capacities from 2021 to 2024. He also spent time affiliated with Yale School of Management between 2019 and 2020. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management alongside financial planning and consulting. The firm manages approximately $167 million in assets, employing customized, risk-adjusted, tax-aware strategies that integrate active and passive investments across multiple asset classes.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Robert F

CFP®, Series 63

Zelienople, PA

Centauri Advisory Group, Inc.

Robert Falk is a CFP® with 19 years of industry experience, currently serving at Centauri Advisory Group, Inc. He previously worked at Trustmont Advisory Group, Inc. and has been associated with TRUSTMONT FINANCIAL GROUP, INC. since 2006. Outside of his advisory work, Falk is a CPA and tax preparer, an insurance agent, and serves on the board of directors for Appalachian Clothing Company, as well as acting as trustee for an employee stock ownership plan. Centauri Advisory Group, Inc. provides financial planning and portfolio management to individuals, trusts, and small businesses, managing approximately $75.7 million across roughly 383 clients. The firm emphasizes conservative to moderate risk profiles, employs a core plus satellite investment approach, and integrates tax planning and preparation services alongside its advisory offerings.

Income planning General retirement planning Annuities Self-Employed
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