Amanda Ridgway, CFP®
Assistant Vice President | Client Planning Specialist
Amanda joined Baird in 2016. She brings unique experience to the team, once serving as an Accountant and Paralegal. Amanda helps facilitate conversations with CPAs, Attorneys, and other professional experts. She has an ability to turn complex estate planning and wealth transfer procedures into meaningful, and easily understood information.
Amanda strives to provide exceptional service to clients, often serving as their main point of contact and addressing questions and concerns. Her extraordinary organizational skills and attention to detail helps keep the team efficient and focused on putting clients first.
Education/Experience
Amanda received her Bachelor of Science degree in Political Science and an Associate Degree in Accounting, both at the University of Wisconsin - Whitewater. Amanda has the security industry Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER®.
Community Involvement
Amanda is committed to Baird’s philosophy of “Baird Gives Back” and allocates time each year to participate in activities throughout the Greater Milwaukee Area; specifically events at the United Community Center and Hunger Task Force.
Personal
In her free time Amanda enjoys spending time with her family and friends. Interests include attending classic car shows, watching vintage drag racing, restoring old houses and exploring local museums.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER® and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.