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Amanda Arcilesi Simmons, CFP®

Amanda Arcilesi Simmons, CFP®

Sr. Registered Associate

Followers of Amanda Arcilesi Simmons, CFP®623 followers
location of Amanda Arcilesi Simmons, CFP®Salt Lake City, Utah, United States

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  • Timeline

  • About me

    Partner/Financial Advisor, ARC Wealth Management - Stifel Independent Advisors

  • Education

    • University of Utah

      2004 - 2006
      Bachelor of Science Mass Communication

      Activities and Societies: Phi Kappa Phi; Golden Key

  • Experience

    • Morgan Stanley Wealth Management

      May 2008 - Aug 2012
      Sr. Registered Associate

    • Wells Fargo Advisors

      Aug 2012 - Jun 2023

      • Partner & Financial Advisor, ARC Wealth Management

        Aug 2012 - Jun 2023

      • Financial Advisor and Registered Principal

        Apr 2015 - Feb 2022

      • Operations Manager

        Aug 2012 - Apr 2015

    • ARC Wealth Management

      Feb 2022 - now
      Partner/Financial Advisor

    • Stifel Independent Advisors

      Jun 2023 - now
      Partner/Financial Advisor, ARC Wealth Management

  • Licenses & Certifications

    • Series 7, 66, 31, 9, 10

      Financial Industry Regulatory Authority (FINRA)

    • Certified Financial Planner

      CFP Board
      Nov 2018

  • Volunteer Experience

    • Member Board of Directors

      Issued by Girl Scouts of Utah on Apr 2024
      Girl Scouts of UtahAssociated with Amanda Arcilesi Simmons, CFP®

    • Finance Committee Member

      Issued by Girl Scouts of Utah on Apr 2023
      Girl Scouts of UtahAssociated with Amanda Arcilesi Simmons, CFP®

    • Member

      Issued by Junior League of Salt Lake City on Sept 2020
      Junior League of Salt Lake CityAssociated with Amanda Arcilesi Simmons, CFP®