Meet the team
Amber Macbeth
Series 65, FPQP
Associate Director, Wealth Advisor
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About Amber
Amber is dedicated to developing a truly personalized financial plan with her clients. 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 your values and objectives. She is committed to providing clarity and confidence in her clients financial journey.
Amber enjoys earning her client’s 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. Amber 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 while working with their legal and tax teams for optimal peace of mind and financial wellness.
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.
Up Close
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.
contact your financial planning specialist
Amber Macbeth,Series 65, FPQP
Associate Director, Wealth Advisor
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