Your Advisor Services Team


Contact Amanda:

Amanda Deas

Marketing Automation Administrator

More than ever, clients expect seamless engagement from companies that is on-brand and personalized throughout their entire experience. Amanda is passionate about helping advisors who want to deliver relevant engaging content, understand how clients engage at every touchpoint and supercharge their digital marketing. Whether improving lead management through automation in the form of scoring, nurturing and segmentation or email and campaign management, Amanda specializes in scalable solutions using marketing automation and CRM technology.

Amanda has worked in marketing and advertising for nearly 20 years, gaining experience in email marketing, content management, social media, paid advertising and more.  As a seasoned Marketing Automation Administrator, she is passionate about creating marketing automation strategies and lead-generating campaigns, along with data analysis and metric reporting. She is a Salesforce Certified Pardot Specialist and Consultant.

Outside of the office, Amanda enjoys spending time with her husband and five kids, being outdoors working in the backyard garden and on home improvement projects.

Getting to know Amanda

Favorite food: Burger and fries

Best piece of financial advice Amanda received: “Pay yourself first”

Favorite holiday: Fourth of July

Place Amanda would most like to visit: Maui, St. Lucia; basically anywhere warm and tropical