Her Story
About Amara
Amara M. Briggs is a Vice President and Wealth Advisor at Bernstein Private Wealth Management in Philadelphia, where she works with business owners, corporate executives, and nonprofit organizations on complex wealth planning and long-term financial strategy. Her approach centers on simplifying financial decision-making, helping clients clarify their personal and family “why,” and translating market developments into practical, actionable guidance. She is known for relationship-driven advising that emphasizes trust, clarity, and tailored strategies for individuals navigating significant wealth or transition events.
Over the course of nearly 30 years in financial services, she has held senior leadership and advisory roles at major institutions including Truist Financial Corporation, Wells Fargo, and earlier at RBS Citizens. Her career began in commercial and middle-market lending, where she focused on supporting private business owners with credit, risk management, and banking solutions. Over time, she transitioned from lending into wealth management, driven by a deeper interest in personal planning and helping clients navigate family dynamics, succession planning, and life transitions. She also took on leadership responsibilities such as co-chairing Women at Truist in the Pennsylvania and New Jersey region.
Amara Briggs earned her Bachelor of Science in Foreign Service from Georgetown University and completed earlier education at Phillips Academy. Beyond her corporate work, she is active in civic and nonprofit leadership, including service with the Cobbs Creek Foundation and the Fund for Girard College, as well as involvement with organizations such as the Union League of Philadelphia. Her professional and community work reflects a consistent focus on service, mentorship, and strengthening institutions that support education, inclusion, and long-term community impact.
Her Interview
Ten minutes with Amara
01What do you attribute your success to?
I attribute my success to the strong relationships I've built over the years. I've always focused on being honest with people and being resourceful - making connections for people that make sense. But what's equally important is not being afraid to ask for the business in return. Those relationships have been invaluable, especially during major transitions like when I moved from Wells Fargo to Truist during COVID. I really relied upon my network of people who knew me and were willing to take my call and learn more about the opportunity. Without those trusted relationships, I wouldn't have been able to make such a bold move successfully.
02What’s the best career advice you’ve ever received?
The best career advice I have ever received is to be thoroughly prepared and well-informed before making any decisions. This guidance has shaped the way I approach my work, ensuring that I take the time to understand the details, assess the options, and make thoughtful, confident choices.
03What advice would you give to young women entering your industry?
My advice to young women entering my industry is to identify specific areas of business where you can build expertise and truly add value, and to consistently be resourceful in how you approach challenges and opportunities. Don’t wait for opportunities to be handed to you—actively seek out responsibilities, volunteer for assignments, and position yourself as someone who is willing and able to step in where needed. Proactivity, preparation, and a solutions-oriented mindset will set you apart and help you build a strong, sustainable career.
04What are the biggest challenges or opportunities in your field right now?
One of the biggest challenges and opportunities in my field right now is the rapid rise of AI, which is transforming how information is delivered and how clients engage with financial services. While it creates efficiencies and new capabilities, it also contributes to the commoditization of wealth management, making it more important than ever to focus on simplified, client-centered approaches rather than overly complex planning. In this evolving environment, I’ve also found tremendous value in learning from both male and female mentors over the past 20 years, including influential guidance from Patty Miller and Bob Kane, who have each helped shape my perspective and professional growth.
05What values are most important to you in your work and personal life?
The values most important to me in both my work and personal life are honesty in relationships and the ability to trust my own instincts when making decisions. I place a strong emphasis on integrity and transparency in how I work with others, while also relying on my intuition and experience to guide thoughtful, confident decision-making.
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