Amanda O’Sullivan

Amanda began her financial services career in 1988, holding several senior client and administrative managerial roles at The First Boston Corporation (later Credit Suisse First Boston), Solomon Brothers, Solomon Smith Barney, and Citigroup. She spent more than five years at Traust Sollus Wealth Management before it was acquired by Mercer Advisors in 2018.

Amanda is enthusiastic about supporting team members in helping individuals and families accomplish their goals. She carefully considers the best approach to addressing the diverse needs and financial requirements of our clients while providing white-glove service.

Outside of the office, Amanda enjoys leading women’s conferences and groups. She volunteers at Encounter Ministries and Philadelphia Ministries. Amanda also enjoys traveling and spending time with her family, plus all that the diverse and multi-faceted state of New Jersey offers.