Greater Hartford
As a Wealth Advisor with NorthStar Wealth Partners/LPL, Amanda Dibble is dedicated to guiding clients through the pivotal moments of their financial lives. From the excitement of purchasing a new home and the strategic planning for a child's education to the diligent preparation for a comfortable retirement and the thoughtful creation of a lasting legacy, she is a steadfast advisor ready to help at each step of the journey. Amanda firmly believes that successful individuals and families deserve timely and customized guidance during life's most important events. Her mission is to provide the insightful financial advice necessary to help empower them to make confident decisions for themselves, their careers, and their loved ones. Her path to a career in finance was sparked early on. Amanda learned the foundational principles of financial stewardship from her mother, who instilled in her the importance of prudent money management and long-term saving. This early inspiration led her to pursue a B.A. in Business Administration from the University of Connecticut in 2017, followed by a Master of Business Administration with a concentration in Finance from the University of Hartford in 2018. Her professional journey began at Morgan Stanley in 2018. She served as a Financial Advisor successfully assisting a diverse client base in navigating volatile markets with discipline. In 2025, Amanda embarked on a new chapter of professional independence by joining Northstar Wealth Partners, aiming to deliver a world-class financial planning and investment experience. Driven to achieve the highest standards in her field, Amanda earned the prestigious CERTIFIED FINANCIAL PLANNER™(CFP®) designation in 2021. This mark of excellence signifies her rigorous training in a wide range of financial planning disciplines and her commitment to upholding some of the highest ethical standards, including a duty to always act in her clients best interests. Amanda also holds the Qualified Plan Financial Consultant (QPFC) designation, demonstrating her extensive knowledge in advising on retirement plans. Amanda's practice is built on a foundation of comprehensive financial planning and enduring client relationships. She thrives on working with like-minded individuals who value a disciplined and strategic approach to wealth management. Her process begins with insightful questions and attentive listening, which allows her to craft a customized and comprehensive plan that truly reflects each client’s unique aspirations for the future.
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Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date • Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs • Onboard new client accounts, which includes the collection of required documentation and client information • Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars • Prepare financial reports, spreadsheets, and other materials for client meetings • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors • Input orders at the direction of the Financial Advisor • Participate in and receive cross-training, as well as assist with other operational functions as required • Proactively participate in firm initiatives directed by local management • Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Serve as a senior role model for other support staff
Client facing role building and maintaining relationships Exposure to portfolio management and asset allocation models for retail investors Participate in marketing events, including both awareness marketing and business acquisition Handle client concerns with tact and diplomacy
• Interview, hire and train employees: familiarize them with the policies and procedures as well as the expectations for work performance and customer service. • Coordinate the weekly schedule, ensuring all shifts are covered and all necessary tasks are completed. • Collaborate with other members of the management team to develop ideas and strategies to help the store grow. • Led team to win Red Nose Day, a company wide competition to help raise awareness and funds for children in need within organization in America and outside America. Motivated my entire crew for 100% participation.
• Led my team to meet our yearly goals, and worked within the pharmacy and obtained a pharmacy technician license. • Demonstrated financial acumen skills through: payroll, sales reports, profit and loss statements, operating statements, vendor claims and receiving.
• Managed projects (truck, resets, cash handling) while attending to customers. • Created customer service through knowledge of products and company programs and communication. • Offered assistance and advice to customers for makeup and other beauty products.