Amanda Mallec, Relationship Coordinator

Amanda Mallec

Relationship Coordinator, RJFS

720.696.6329
[email protected]

4470 Baseline Rd, Suite O-110
Boulder, CO 80303

Amanda Mallec is a Relationship Coordinator at Aspen Wealth Strategies. she attends Franklin University and is majoring in Personal Financial Planning. Amanda enjoys applying her education to bring our clients and her co-workers the most up-to-date methods. She is a passionate and engaged member of the Aspen team. Amanda is valued for her willingness and fortitude to pitch in wherever and whenever she is asked. She is viewed as a true asset to the team at Aspen as well as the clients she serves. Amanda has a strong sense of family and brings this dedication to working with the families at Aspen Wealth Strategies as if they were her own. When she’s not working or in class, Amanda enjoys spending her free time outdoors, camping and boating.

Amanda’s 5 Favorites

Favorite Film Icon

Mamma Mia!

Favorite Food Icon

Fettuccini Alfredo

Favorite Book Icon

The Dharma Bums
by Jack Kerouac

Favorite Hobby Icon

Camping

Favorite Place Icon

Cairns, Australia to snorkel the Great Barrier Reef

Relationship Coordinator


Your Relationship Coordinator is Your liaison on the operations side of your wealth plan and investment strategies. They are:

  • Your first and best point of contact
  • Coordinator of your financial services team, working with your wealth advisor, wealth manager and wealth planner to implement your strategies
  • Facilitating your customized communications strategy ensuring you receive important and timely communications and meeting requests from your wealth management team
  • Your Raymond James financial account attendant
  • Custodian of your Aspen experience
Efforts and Courage are not enough without Purpose and Direction.John F. Kennedy