Amanda Windsor Burgin

Partner at Vita Financial
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Contact Information
Location
Beaufort, South Carolina, United States, US

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Credentials

  • Series 65
    FINRA (Financial Industry Regulatory Authority)
    Oct, 2018
    - Sep, 2024
  • Series 63
    FINRA (Financial Industry Regulatory Authority)
    May, 2017
    - Sep, 2024
  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Mar, 2017
    - Sep, 2024
  • Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity
    South Carolina Department of Insurance
    Oct, 2016
    - Sep, 2024
  • Airline Transport Pilot
    Federal Aviation Administration
    Oct, 1997
    - Sep, 2024
  • Certified Ground Instructor
    Federal Aviation Administration
    Sep, 1993
    - Sep, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Dec 2022 - Present

      Family Owned Financial Services Practice that focuses on building, protecting, and passing wealth. Family Owned Financial Services Practice that focuses on building, protecting, and passing wealth.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Apr 2022 - Present

      At Capstone Financial our mission is to allow our clients to focus their time and energy on the issues that are important to them by managing the financial concerns keeping them up at night. We seek to create a partnership with our clients using our passion and talent to educate on financial strategies relevant to their individualized financial positions and goals. At Capstone Financial our mission is to allow our clients to focus their time and energy on the issues that are important to them by managing the financial concerns keeping them up at night. We seek to create a partnership with our clients using our passion and talent to educate on financial strategies relevant to their individualized financial positions and goals.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Nov 2018 - Apr 2022

      Financial Advisor Financial Advisor

    • Captain
      • Mar 1998 - Jan 2006
    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Contract Pilot
      • Sep 1997 - Feb 1998

      Flight Instructor Flight Instructor

    • United States
    • Aviation & Aerospace
    • 1 - 100 Employee
    • Pilot
      • Dec 1995 - Jan 1998

      Charter Pilot and Flight Instructor Charter Pilot and Flight Instructor

    • United States
    • Aviation and Aerospace Component Manufacturing
    • Cargo Pilot, Charter Pilot, Flight Instructor
      • May 1993 - Dec 1995

Education

  • Embry-Riddle Aeronautical University
    Bachelor of Science in Professional Aeronautics

Community

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