Amanda Hall
Registered Client Service Associate
Amanda Hall is a senior registered private client manager with Park City Wealth Advisors. She has more than three decades of experience in the financial services industry and currently holds her Series 6, 7, 63 and 65 registrations.
Throughout her career, she has worked with major investment banks as well as national insurance companies, but her time at Park City Wealth Advisors has shown her where her values lie:
with clients.
She has always prioritized people, a deep commitment that has been the driving force of her work since her decision to enter financial services. Now a single mother of her son, Amanda knows how important it is to have not just a financial plan, but the right financial plan. It’s also so much deeper than saving for the future & providing for your family. It’s about creating a trusting relationship & knowing that your advisor will be there when you need them most, looking out for you & your family on a personal level.
More than 30 years in the industry has also allowed Amanda to see clients at every stage of the financial process. She has helped young adults just starting their careers, couples looking to take the next step and expand their families, business owners who want to grow their empires and achieve their greatest professional goals, and retirees who have finally made it to their pinnacle. The greatest satisfaction is always in watching her clients and friends grow, both financially and personally.
Originally from Columbus, Ohio, Amanda grew up in Phoenix, Arizona. She has now returned to Columbus, but she still enjoys traveling to different parts of the country and the world. She also considers her family the most important thing in her life, which is why she takes her job extremely seriously and is always on the hunt for ways to better prepare families for everything yet to come.
Meet Park City Wealth
Morgan Lemaitre, CFP®
Founder & Chief Executive Officer
Morgan Lemaitre founded Park City Wealth Advisors to serve entrepreneurs, executives, and families who need more than surface-level financial advice. With a background spanning comprehensive wealth planning, tax-aware investment strategy, and complex family balance sheets, Morgan acts as both strategist and steward. Her work focuses on integrating investment management with real-world decisions around business ownership, liquidity events, estate planning, and lifestyle design.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
Meet MorganPlay Video”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Our Approach
Joshua Flade, CFA
Co-Founder & Chief Investment Officer
Josh Flade oversees all investment strategy and portfolio construction at Park City Wealth Advisors. As Chief Investment Officer, Josh brings an institutional lens to private wealth management. He leads asset allocation, manager selection, risk oversight, and due diligence across public and private markets, with a focus on tax efficiency, downside protection, and long-term compounding.
Josh’s role is to ensure portfolios are designed with intention, not reaction. He evaluates opportunities through rigorous analysis and maintains discipline across market cycles, helping clients stay grounded through volatility and complexity. His leadership ensures that every portfolio reflects both strategic conviction and prudent risk management.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
Educational Resources at Park City Wealth Advisors
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth, providing educational resources on our website to help you learn more. We invite you to browse, read, watch, download, and learn about the basics of finance and retirement. Questions? Schedule an appointment by calling or texting: (435) 500-5979 or emailing
4554 N Forestdale Drive, F39, Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
