Amanda Jacobs has recently joined LeRoy Wealth Management Group as an Operations Specialist. Her responsibilities include answering client inquiries, coordinating and preparing for client review meetings, monitoring and implementing account changes, and providing assistance on investment and insurance reports.
Amanda has over 12 years of professional experience, focused primarily in the banking and wealth management sectors. Prior to joining LeRoy Wealth Management Group in 2021, Amanda worked as an Associate Director at Ernst & Young and held various operational roles within the consulting and public accounting industries. Amanda graduated from Penn State University where she earned her BS in Finance. Amanda lives in Chester, NJ with her husband Dane, two sons Colin and Graham, and their dog Zorro.