CCR Wealth Management
Amanda Hopkins, MBA, serves as the Chief Operating Officer and Director of Operations at CCR Wealth Management since November 2003, where responsibilities include fostering relationships with firm partners, creating operational policies, and implementing business initiatives. Previous roles at CCR include Client Service, Operations & Information Technology Specialist, and Client Services Specialist, focusing on reviewing and implementing operational policies, technology training, and providing advisor and client support. Prior to CCR, Amanda held administrative positions at WORC AM Radio Station and McDonald Heating & A/C Inc., gaining experience in billing, accounts receivable, and general administration. Amanda holds a Master of Business Administration from the Isenberg School of Management at UMass Amherst, along with a Bachelor of Science in Business Management and an Associate of Science in Computer Information Systems from Becker College.
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CCR Wealth Management
CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 1800 West Park Drive, Suite 150 Westborough, MA 01581 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201