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Amanda Deeb

Amanda Deeb

Client Relationship Manager

New Orleans

My responsibility in the New Orleans office is to provide support to the team and provide the highest level of customer service to clients as possible. I am a graduate of Loyola University New Orleans with a Bachelor of Business Administration degree. Before joining the Planning Center team, I was a client and therefore I have a unique perspective having been on both ends of the spectrum.

“Do more than belong: participate. Do more than care: help. Do more than believe: practice. Do more than be fair: be kind. Do more than forgive: forget. Do more than dream: work.” [William Arthur Ward]

I enjoy working in a professional environment, which allows me to interact with driven, passionate coworkers who are at the same time kind. I also love meeting and getting to know our clients and learning their unique stories. It makes me proud to know that our team is assisting clients in life planning as opposed to focusing solely on the financial aspects of life.

Family is everything to me. When not serving as the “entertainment director” for my twins, I enjoy spending time with friends and family, attending Broadway Musicals and live theater, gardening, and photography.

Credentials

  • Bachelor of Business Administration degree
  • 10+ years working in the New Orleans Hospitality Industry

 

Who inspires me: 

My parents. They have been married for over 40 years and truly set a wonderful example of unconditional love. They have a giving spirit with no expectations in return.

My favorite things:  

Photographs. My family. Our cocker spaniel, Petey!

Favorite destination:  

I still love Disney World! Even something as simple as the smell of certain attractions brings me back to my wonderful childhood memories. It is even more magical now to experience the resort through the eyes of our children.

My greatest extravagance (under $100):

I enjoy attending live entertainment events such as Broadway shows, concerts, and plays. I never regret the money I spend on them.

Most effective saving tip:  

Slow and steady. Live below your means and, if fortunate enough, never spend as much as you earn.

My personal hero:

It is a tie between my two sisters. We are all best friends and choose to spend time with one another over most anything.

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

50
Year Vision

Forward Looking

We make decisions with future generations in mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

100 Percent
Independent

Objectivity

We listen and keep an open mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

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