A private wealth advisor in Plano, Texas, Amanda Trim provides financial advice aligned with each client’s personal goals and priorities. Since 2021, she has served as the president of Cherry Private Wealth Management, where she focuses on services such as retirement planning, portfolio management, investments, and college savings. A Certified Plan Financial Advisor, Amanda Trim also assists clients with life insurance and long-term care insurance.

Ms. Trim spent more than a decade as a financial advisor with Edward Jones in Richardson, Texas. Promoted to a limited partner after just three years with the firm, she was one of the top 300 women producers in the company from 2018 to 2021. She also holds a bachelor of science in finance from the University of North Texas.

When she is not helping clients achieve their financial objectives, Amanda Trim enjoys following professional athletic teams such as the Dallas Cowboys and the Texas Rangers. She also keeps up with industry news via the Wall Street Journal.

Phone: (972) 576-9381

Amanda Cherry Trim