Amanda Smith

Amanda Herrick Smith, Senior Advisor at John G. Ullman and Associates, Inc., brings a wealth of expertise in strategic financial planning and risk management, guiding clients through complex financial landscapes with clarity and confidence. In her current role, Amanda leverages her deep understanding of investment strategies, equities, and portfolio management to craft tailored financial plans that align with her clients’ unique goals—whether that’s preparing for retirement, funding education, or optimizing estate plans. Her ability to analyze financial data and develop comprehensive strategies ensures clients are equipped to make informed decisions, even amidst market volatility or economic uncertainty.

Amanda’s key projects often involve designing sophisticated investment portfolios that balance risk and growth, as well as conducting detailed financial analyses to assess clients’ readiness for retirement. She excels at translating intricate financial concepts into understandable, actionable steps, empowering her clients to feel confident about their financial futures. Her expertise in education planning and investment management complements her holistic approach, allowing her to address a broad spectrum of financial needs.

As a trusted Senior Advisor, Amanda is known for her empathetic approach and her talent for simplifying the complicated—helping clients navigate the often overwhelming world of personal finance. Her skills in financial analysis, strategic planning, and risk management make her a vital resource for those seeking to achieve their financial dreams. Whether answering tough questions about retirement readiness or developing long-term wealth strategies, Amanda’s dedication ensures her clients are well-positioned for success.