Amanda Bateman, CFP®
Director of Advisor Growth and Strategy
As a first-generation college graduate, Amanda understands what it feels like to navigate important financial decisions without a roadmap. From managing student loans and building financial independence to creating long-term stability, those experiences shaped the way she approaches her work today: with empathy, practicality, and a deep commitment to helping advisors and clients feel informed and empowered.
Amanda joined Pilot Financial in 2026 and serves as Director of Advisor Growth & Strategy, partnering with advisors to support thoughtful, sustainable growth. Her experience spans multiple areas of the industry, including roles at a niche RIA, Vanguard, and as an independent advisor affiliated with LPL Financial, giving her a well-rounded perspective on the advisory profession. In 2025, she launched her own solo advisory practice, bringing a lived, advisor-first perspective to her work at Pilot.
Amanda is a CERTIFIED FINANCIAL PLANNER® with more than a decade of experience helping advisors and clients simplify complexity and build financial strategies that align with their lives, values, and goals. She also holds her Series 7 and Series 66 licenses.
A graduate of Liberty University, she lives in Fort Mill, SC, where she and her husband homeschool their three children and are actively involved in the local community. Between their children, two cats, and two dogs, life at home is full, active, and joyful.