Amanda Hall
Registered Client Service Associate
Amanda Hall is a senior registered private client manager with Park City Wealth Advisors. She has more than three decades of experience in the financial services industry and currently holds her Series 6, 7, 63 and 65 registrations.
Throughout her career, she has worked with major investment banks as well as national insurance companies, but her time at Park City Wealth Advisors has shown her where her values lie:
with clients.
She has always prioritized people, a deep commitment that has been the driving force of her work since her decision to enter financial services. Now a single mother of her son, Amanda knows how important it is to have not just a financial plan, but the right financial plan. It’s also so much deeper than saving for the future & providing for your family. It’s about creating a trusting relationship & knowing that your advisor will be there when you need them most, looking out for you & your family on a personal level.
More than 30 years in the industry has also allowed Amanda to see clients at every stage of the financial process. She has helped young adults just starting their careers, couples looking to take the next step and expand their families, business owners who want to grow their empires and achieve their greatest professional goals, and retirees who have finally made it to their pinnacle. The greatest satisfaction is always in watching her clients and friends grow, both financially and personally.
Originally from Columbus, Ohio, Amanda grew up in Phoenix, Arizona. She has now returned to Columbus, but she still enjoys traveling to different parts of the country and the world. She also considers her family the most important thing in her life, which is why she takes her job extremely seriously and is always on the hunt for ways to better prepare families for everything yet to come.
Meet Park City Wealth
Founded by Morgan Lemaitre, Park City Wealth Advisors is the culmination of years of financial services industry experience and hard work to build the company she envisioned. Morgan is proud to lead the team at Park City Wealth who are the heartbeat of our firm. Committed to your financial success, we focus on upholding our philosophies and ensuring that each of our clients is treated with the utmost respect and highest standards of service. We know our clients’ aim is to reach financial independence; it’s our goal to guide them with the right direction and proper tools to help them reach that independence.
”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
When Morgan Lemaitre, CFP®, first entered the financial services industry more than a decade ago, she wanted be more than just someone her clients called when they need some financial advice. Her goal was to be a comprehensive partner, as well as a friend, who could be counted on in any situation. As a former figure skater for Team USA and international chef who cooked for the King of Thailand on his 80th birthday, Morgan understands life is about absorbing as much knowledge and as many experiences as possible. She brings that same perspective to Park City Wealth Advisors, where she says, “I want my clients to look at each open door as an opportunity to take the next step and see what the other side has to offer.” In a male-dominated industry, she is proud to have paved the way for future female entrepreneurs, as well as her team of consultants and problem solvers who are committed to your financial success.
Our Approach
Meet Our Team
Connor Alleman
Analyst
Bridger Richards
Analyst
Educational Resources at Park City Wealth Advisors
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth, providing educational resources on our website to help you learn more. We invite you to browse, read, watch, download, and learn about the basics of finance and retirement. Questions? Schedule an appointment by calling or texting: (435) 500-5979 or emailing
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
