Meet the team
Amber MacBeth
FPQP®
Director, Associate Wealth Advisor
About Amber
Amber is dedicated to developing a truly personalized financial plan with each client. She is focused on building deep connections to understand their unique goals and navigate life’s uncertainties. She believes effective financial planning goes beyond numbers; it is about aligning strategies with life changes and aspirations.
Amber’s approach combines empathy with knowledge and experience, ensuring every decision reflects clients’ individual values and objectives. She is committed to providing clarity and confidence in their financial journeys.
Amber enjoys earning her clients’ trust and building meaningful relationships over time. As a financial planner, she recognizes she’s often one of the first people a client will call when facing an important life change and strives to provide a high level of service every day for her clients and their families. She understands the importance of charting the right course for her clients, working with their legal and tax teams to support their overall financial well-being.
Amber lives in Land O Lakes, Florida. She enjoys the outdoors and is active in the triathlon community, having completed two Half Ironman races. She also enjoys spending time with her two grown daughters, family and friends, gardening, and reading.
Accreditation & Education
- Financial Paraplanner Qualified Professional℠ (FPQP®)
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Amber MacBeth, FPQP®
Director, Associate Wealth Advisor
Earnings Season off to a Strong Start