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Amanda M

Series 66

Milton, GA

Raymond James & Associates

Amanda Morland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates since 2007. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kelly A

Series 63, Series 65

Milton, GA

Raymond James & Associates

Kelly Amato is a financial advisor with Raymond James & Associates in Milton, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Raymond James in 2023, Amato worked at StanCorp Investment Advisers, StanCorp Equities, and Standard Retirement Services from 2016 to 2023. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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