Amanda Weitman

Private Wealth Advisor | Wells Fargo

In an article about this experience, Amanda wrote: “We talked about the time they [the incarcerated] spent putting on the walk-a-thon and going cell to cell asking their peers for donations. We also mentioned their creation of a public service announcement that will play on the institutional channel, so the incarcerated could learn about the walk-a-thon. ‘You know what that makes you, right?’ I say to them. Dead silence. ‘You are philanthropists. We are philanthropic peers.’”

At 21/64 we talk about the broad applicability of our tools. While they are often used in settings where there is affluence and influence, Certified Advisors like Amanda are showing us just how powerful they can be in non-traditional environments. “I have introduced both the Motivational Values cards and Picture Your Legacy cards to the men with amazing outcomes. They learn so much about themselves and I learn a lot watching them learn.”

When asked about the values that motivate Amanda in her work, she had this to say: “My thoughts and actions are guided first by honor, which to me means always doing what is nearest-to-right under the circumstances. The second value that guides me is compassion, which means being empathetic and then using that empathy to fuel action.”

At Wells Fargo, Amanda works with a very different clientele, but she sees parallels in her role. “My purpose is to help people reach their full potential whether that is through educating, inspiring, guiding, encouraging, or modeling the way. The best part of my work is being able to bring philanthropic advising into my generalist role as a Wealth Advisor. My work entails protecting, growing, and transferring assets for high-net-worth families. Philanthropic advising fits perfectly into the conversation about transferring assets out of one’s estate.

Thank you Amanda for being a change-maker and for broadening the reach of the 21/64 approach! Send a message directly to Amanda here.