Amanda Banta, MBA
Advisor, Retirement & Wealth Management
HUB Retirement and Wealth Management
Background
Through years of training to compete in the Olympic Games, Amanda always had goals – and plans to achieve them.
Even though she’s done competing, she still applies the same process to her life now. That’s what she wants to help others do – realize their dreams and map out plans to help you get there.
Amanda Banta is an LPL Financial Advisor at Longbow Financial, a HUB International Company. Amanda seeks opportunities to grow relationships with clients and takes an all-encompassing approach to planning for clients’ financial futures. Amanda’s primary focuses are financial planning and client engagement. In addition, Amanda provides education associated with risk management and the pursuit of financial goals.
Amanda and the Longbow team have developed and refined their wealth management and retirement planning process, which ensures that they never lose sight of what is most important to their clients.
As a member of the USA Shooting Team for ten years, Amanda competed in the 2012 Olympic Games and participated in countless competitions around the globe including World Cups, World Championships, and Pan American Games. She also competed for and served as Team Captain on the Ohio State University’s Rifle Team. With her heart still in the Olympic movement, Amanda serves on the Board of Directors for the United States Olympic & Paralympic Endowment. She is also a member of the Finance Committee for USA Shooting.
*Series 7 and 66 securities registrations held through LPL Financial.
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
