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Amanda Thomas

Partner and Director of Philanthropic Strategy at Mission Wealth

  • LinkedIn

As the Director of Philanthropic Strategy at Mission Wealth, I guide and educate clients to formulate an effective philanthropic plan and discuss tax-efficient giving strategies that will...

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MISSION WEALTH

MISSION WEALTH

  • description Description
    Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and impl...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Mission Wealth Org Chart and Mapping

Matthew Adams

CEO & Managing Partner

Employees

Oliver Schulten

Wealth Advisor Associate

Jasmine Enriquez

Client Service Representative

Gregory Smith

Director of Financial Planning

Alexia Soto

Portfolio Administrator

Tricia Fahnoe

Partner and Client Advisor

Carla Ramos

Investments Operations Manager at Mission Wealth

Jeff Avila

Partner | Client Advisor

Kieran Osborne

Chief Investment Officer

Amanda Thomas

Partner and Director of Philanthropic Strategy

Frequently Asked Questions Regarding Amanda Thomas

Answer: Amanda Thomas works for Mission Wealth as Partner and Director of Philanthropic Strategy

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Answer: Amanda Thomas is the current Partner and Director of Philanthropic Strategy at Mission Wealth.... Read More

Answer: Amanda Thomas works Mission Wealth located at 1111 Chapala St, Santa Barbara, California, 93101, United States

Answer: Mission Wealth's Partner and Director of Philanthropic Strategy is Amanda Thomas

Answer: Amanda Thomas contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@missionwealth.com

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