Amanda E. Pate is a seasoned financial professional with over a decade of experience in wealth management. Since joining Summit Wealth Partners in 2014, she has advanced into the role of Operations Manager, where she leads the client service team and drives firm-wide initiatives in close collaboration with executive leadership. Her transition from the Orlando office to a remote role based in Arizona in 2020 highlighted her adaptability and commitment to the team’s success. In 2025, Amanda and her family relocated to South Carolina, continuing her remote leadership while embracing new opportunities for growth and connection in the Southeast.
Amanda’s expertise shines as she champions operational efficiency through the integration of technology and the delivery of exceptional client service. Partnering with Senior Wealth Advisors, she helps shape financial plans, execute trade requests, rebalance portfolios, and generate comprehensive reports.
Her academic background includes a B.S. from Florida State University—where she was a member of the Seminoles cheerleading team—and a Master’s in Management/Human Resources from Florida Institute of Technology. Amanda holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) designations, reflecting her commitment to excellence and continued professional growth.
Beyond her career, Amanda and her husband share a passion for exploration, having traveled to over 20 countries – majority in Asia. She enjoys coaching her son’s soccer team, tackling early morning CrossFit WODs, and savoring a strong cup of coffee.
