Amanda Stroud joined CCR Wealth Management as a client service specialist in January of 2024. Amanda is responsible for onboarding new clients, coordinating client meetings with advisors, answering account or statement questions, and processing any client requests.

Amanda has worked in client service in the wealth management industry for over 5 years. Prior to joining CCR Wealth Management Amanda worked on an advising team at RBC Wealth Management as a client associate. Amanda’s role included answering client questions, processing requests, account maintenance and working alongside clients CPAs & Attorneys to provide exceptional service.

Amanda is attentive, detail-oriented and takes great pride in providing excellent client service. Amanda prides herself on the relationships she builds with clients.

Amanda resides in Rhode Island. Outside of CCR Amanda enjoys walking her dog, spending time with friends and family and spending her summers by the beach.