简历
Amanda D. Johnson is an Executive Director and Wealth Advisor at J.P. Morgan Private Bank. Amanda draws from her background in tax, law and finance, leveraging the intersection of these disciplines to simplify estate planning concepts. She works with high-net-worth individuals and their families to offer advice that is accessible and tailored to their individual planning goals.
Amanda truly enjoys connecting with clients to learn their motivations and the financial priorities and challenges they face. She feels honored to serve as a family counselor, illuminating the breadth of possibilities afforded by strategic wealth planning. Whether individuals are engaged in complicated structures or wish to wrap their arms around a particular tax scenario, Amanda serves as an experienced sounding board to provide insight and clarity. She has built a reputation for her empathetic style and ability to add value to long-term relationships.
As a former practicing attorney focused on tax, estate and charitable giving, Amanda has deep exposure to the needs of clients with complex planning needs. In 2018, she joined UBS for the opportunity to pivot toward wealth advisory, propelled by an interest in advancing financial literacy. Most recently, Amanda held a senior role at Wells Fargo Private Bank, where she received multiple awards for client service. A talented writer and subject-matter expert, she has spoken on webinars and at national events, and has published articles on carried interest planning, hedge funds and other important topics.
Amanda has a long history of success, which began as the valedictorian of her high school and continued to her undergraduate studies at Dartmouth College. She earned a J.D. and a Certificate in Tax Studies from the University of Connecticut School of Law. She received an LL.M. in Taxation from New York University School of Law. Amanda is licensed to practice law in New York, New Jersey, Connecticut and Florida. She is a member of the Society of Trust and Estate Practitioners.
Amanda and her husband have a five-year-old son and a French Bulldog. She loves to hike and travel and has recently taken up top rope climbing.
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