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Courtney Tate

Associate, Operations

Courtney joined Wealth Partners Alliance in 2024 as an Associate, contributing to business operations and supporting advisor recruiting and transitions. 

Prior to WPA, Courtney worked as an Account Luxury Manager for The RealReal, specializing in client relationship management and sales. Additionally, she has an entrepreneurial background which includes founding an e-commerce clothing boutique in college. Courtney attended Washington State University and earned a bachelor’s degree in Fashion Merchandising. Go Cougs!

Courtney’s Favorite Things to Enjoy in Dallas:

  • Going to country concerts
  • Trying new restaurants
  • Walking the Katy Trail

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