2250 Town Square Tower, 445 Minnesota Street St. Paul , MN 55101

651.233.1100

Amanda Parsons is a wealth transfer specialist and focuses on guiding families and beneficiaries through estate settlement and transition planning. She joined Savant in 2025 when PrairieView Partners became part of the firm.

As a CERTIFIED FINANCIAL PLANNER® professional, Amanda has a client-first mindset shaped by her work supporting individuals during some of life’s most difficult moments. At PrairieView, she played a key role in estate settlement cases, helping educate beneficiaries on inherited assets, tax considerations, and distribution strategies. Her focus is to help explain complex details with clarity and compassion. In addition to estate settlement work, she supported retirement planning projections, client service, and quarterly billing and reporting.

Earlier in her career, Amanda worked at MD Financial as a client service manager, where she helped deepen her knowledge of the financial services industry.

Amanda earned a bachelor’s degree in finance from the University of Minnesota Duluth, with a minor in human resources and marketing. She previously participated in the Minnesota Financial Planning Association and plans to build connections in her new community. After relocating from Minnesota to Southwest Florida, Amanda enjoys exploring the area, staying active, and hosting visiting friends and family.

Education &
Designations

University of Minnesota Duluth
Bachelor of Science in Finance with a minor in Human Resources and Marketing
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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