Amanda Pate, CERTIFIED FINANCIAL PLANNER™
Senior Relationship Manager
Amanda Pate, CFP® has been a Summit team member since early 2014. Prior to joining Summit, she spent several years with a large corporate bank serving in a variety of roles in the wealth management segment. Her knowledge and attributes make her a valuable asset to the Summit team, ensuring operational efficiency through technology and superior client service. Amanda assists the Senior Wealth Advisors with the development of financial plans and performance reporting. Additionally, she works closely with the Partners on matters pertaining to Human Resources.
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 of Financial Planning from FSU and has successfully met the CFP Board’s rigorous standards to obtain the CERTIFIED FINANCIAL PLANNER™ certification.
Recreation and relaxing with her husband include fishing, traveling, and the occasional Steel Challenge Match at the local pistol and rifle club. She is an active member of The Junior League of Greater Orlando, and was awarded Provisional Member of the Year for 2017-2018.