Operations Manager
Amanda Pate, CFP®ChFC®, is a seasoned financial professional whose journey with Summit Wealth Partners began in 2014. With a background encompassing various roles within a prominent corporate bank’s wealth management segment from banking services to trust administration, Amanda brings a wealth of experience. Her transition to a remote role based in Arizona in 2020 showcased her adaptability and dedication to the team’s success.
In 2023, Amanda assumed a transformative role as Operations Manager, a testament to her leadership and expertise. In this capacity, she oversees the client service department and collaborates closely with the Co-Presidents & CEOs, playing a pivotal role in shaping firm-wide initiatives.
While at Florida State University, Amanda earned her B.S. degree and was a member of the Seminoles’ cheerleading team. Following FSU, she earned a Master’s Degree in Management/Human Resources Management from Florida Institute of Technology. Amanda earned a Certificate in Financial Planning from FSU and has successfully met the CFP Board’s rigorous standards to obtain the CERTIFIED FINANCIAL PLANNER™ certification.
An achiever by nature, Amanda expanded her skill set by receiving the Nasdaq Advisor Academy: Digital Assets Course Certificate in April 2022. Amanda then focused her efforts to obtain the respected Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services in May 2023. This recognition further solidifies her standing as an experienced professional dedicated to maintaining the highest standards of knowledge and practice.
Amanda’s expertise shines as she champions operational efficiency through the integration of technology and the delivery of exceptional client service. Collaborating with Senior Wealth Advisors, she continues to shape financial plans, execute trade requests, rebalance portfolios, and generate comprehensive reports.
Beyond her professional accomplishments, Amanda and her husband share a passion for exploration, having journeyed through over 18 countries. They revel in offshore fishing and occasionally participate in the Steel Challenge Matches at the local pistol and rifle club. The arrival of their first child in 2021 marked a joyous new chapter in their lives.
Recent Articles by Amanda E. Pate
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Summit Social Security Snippets
To obtain Social Security credits, the Social Security Administration reviews at the amount of money you earn from work on which you have paid Social Security payroll tax. You must work for at least ten years and earn a minimum of 40 credits. The earnings amount needed per credit in 2018 is $1320, and four is the maximum number of credits you can earn in one year.
