Amanda Burgess

Amanda joined WHZ Strategic Wealth Advisors in June of 2025. As a Client Relationship Associate, Amanda takes pride in delivering exceptional client service. She specializes in building strong relationships and providing personalized support throughout their financial journey. Amanda works collaboratively with our advisors to provide the unwavering partnership experience. She holds her Securities Industry Essentials and Series 7 license to support seamless service across a broad range of financial products.

Prior to working at WHZ, Amanda spent many years in the restaurant industry. Beginning as a Team Member and progressing to General Manager, the Farmers Cow Café & Creamery plays a large role in her client relationship building expertise.

In 2026, Amanda was recognized as a Values in Action Award Winner, an honor awarded to team members who embody WHZ’s core values in both their work and interactions with others. Known for her unwavering commitment to the client experience, Amanda strives to create meaningful relationships and deliver an exceptional experience for every client she serves.

Amanda is a long-time resident of Willington. She earned her bachelor’s degree in business administration, concentrating in Finance, from the University of Hartford. Her dedication to continuous learning and personal growth inspired her recent MBA completion. In her free time, Amanda enjoys baking, traveling, spending time with friends, family and her cat, Iggy.