Amanda Prescott

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Beverly Hills, FL

Credentials

Series 66

Industry experience

9 years

About

Amanda Prescott is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with clients and their Financial Consultants to develop and implement customized financial plans tailored to individual needs, objectives, and goals. She emphasizes collaboration and ongoing review to ensure that financial strategies remain aligned with clients' priorities.

Amanda has accumulated experience in various financial advisory roles, including positions as a Retirement Plan Consultant at VALIC Financial Advisors from 2020 to 2021 and at Transamerica from 2015 to 2016. She also worked as a Relationship Banker at JPMorgan Chase between 2018 and 2020, and as an Investment Consultant at TD Ameritrade from 2017 to 2018.

Outside of her professional career, Amanda has interests that include baseball, the beach, concerts, fitness, food, and kayaking.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

General retirement planning Retirement income strategy Income planning

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments

2021 - Present (5 years)

VALIC Financial Advisors, INC.

2020 - 2021 (1 year)

UnEmployed

2020 - 2020 (1 year)

JPMORGAN Chase Bank, N.A.

2018 - 2020 (2 years)

J. P. Morgan Securities, LLC

2018 - 2020 (2 years)

Unemployed

2018 - 2018 (1 year)

TD Ameritrade Investment Management, LLC

2018 - 2018 (1 year)

Td Ameritrade, Inc.

2018 - 2018 (1 year)

Scottrade, Inc.

2017 - 2018 (1 year)

Scottrade Investment Management

2017 - 2018 (1 year)

Unemployed

2016 - 2017 (1 year)

Transamerica Investors Securities Corporation

2015 - 2016 (1 year)

TransAmerica Retirement Solutions

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Justin B

CFP®, ChFC®, Series 66

Lecanto, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Planning for children with special needs Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional

John S

Series 66

Lecanto, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Andrew W

CFP®, Series 66

Inverness, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy

Scott T

Series 66

Dunnellon, FL

Merrill

Scott Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 22 years of experience in wealth management. He specializes in a range of client focus areas including corporate benefits, employee benefits planning, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, and personal retirement and retirement income planning. Scott employs state-of-the-art wealth management planning tools to develop personalized financial strategies aimed at helping clients pursue their long-term goals. Scott earned a Bachelor of Science degree in animal biology from the University of Florida in 2000. He began his career with a small independent firm in Jacksonville, Florida before joining Merrill Lynch. He holds the Personal Investment Advisor (PIA) designation, further underscoring his expertise in investment advisory services. Residing in Orlando, Florida, Scott is married and a father of two sons. His personal interests include boating, fishing, football, hiking, and hunting, and he emphasizes spending time with his family in nature through activities such as fishing, hiking, and paddleboarding. He and his family are active in their church and participate in fundraising and community service projects. Scott’s dedication to his family informs his commitment to helping clients achieve their financial aspirations.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies General estate planning guidance Parents Married/Couples/Partners

Christopher C

Series 63, Series 66

Ocala, FL

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Military & Veterans Values-based investing Religious/faith focused

Walter S

Series 63, Series 65

Lecanto, FL

Merrill

Walter Szturma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a disciplined and creative approach to advising, developing personalized financial strategies designed to help clients pursue their long-term goals. Walter collaborates closely with individuals, families, businesses, and non-profits to provide investment management solutions focused on growing and preserving wealth. His client expertise includes college education planning, family wealth management, divorce transition planning, legacy and retirement planning, as well as specialized services for endowments, foundations, defined benefit and contribution plans, and sports and entertainment sectors. Walter began his career after working with the New York Stock Exchange and joined Merrill in 1978. Over more than four decades, he has integrated his entrepreneurial skills with a commitment to client-centered service, leveraging research and resources from Merrill Lynch Wealth Management. His educational background includes a master’s and bachelor’s degree from St. John’s University, where he was recognized by Beta Gamma Sigma and Omicron Delta Epsilon honor societies for scholastic achievement. Walter holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), and he is a voting member of the American Economic Association. Walter’s career also reflects strong community involvement. He spent 21 years conducting business in the US Virgin Islands, where he was active in local non-profit boards and mentoring programs, supporting organizations such as the Caribbean Dance Company, Island Center for the Performing Arts, and the Women’s Coalition of St. Croix. A lifelong Rotarian, he continues to dedicate time to volunteer activities. His personal interests include baseball, football, ice hockey, music, photography, scuba diving, singing, softball, swimming, and tennis.

College savings (529s, UTMA, etc.) Divorce financial planning Wealth management Retirement income strategy Entertainment Industry LGBTQIA
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