Head of Wealth Planning & Innovation, Advice Lab
Amanda Lott is a Managing Director and Head of Wealth Planning and Innovation at J.P. Morgan Private Bank. In this strategic and high-impact role, Amanda focuses on innovations in the wealth planning space, with a dedicated emphasis on creating new and enhancing existing digital capabilities. Her goal is to advance the firm’s wealth planning agenda by evolving and scaling the delivery of wealth planning and advice throughout the U.S. Private Bank in four main areas: thought leadership, advisor education, technology and platform enhancements, and client engagement.
Amanda is responsible for driving the implementation of the firm’s vision of scalable advice through technology initiatives such as Wealth Plan Plus, PlanningGPT, and Advice Insights. As a senior stakeholder for wealth planning and advice thought leadership, Amanda generates innovative ideas and ensures a cohesive advisor and client experience. She frequently speaks at national forums, webcasts, and in external media to promote these ideas and the broader wealth planning and advice brand.
In her role, Amanda also serves as the U.S. Private Bank Business Owner for Wealth Planning & Advice advisor education in partnership with Client Skills and Early Career Training teams. She drives the vision of integrating holistic advice across all centralized training programs, standardizing the client experience from a wealth planning and advice standpoint, and acts as the key liaison between training teams and other advice partners.
With more than 15 years of experience, Amanda previously served as a Wealth Advisor and equity partner with Regent Atlantic Capital in New Jersey, where she chaired the firm’s Financial Planning Committee. She joined J.P. Morgan Private Bank in early 2017 after returning to her home state of Texas.
Amanda attended Texas Tech University, where she received a B.S. in Personal Financial Planning as the top graduate in the College of Human Sciences. She earned an M.S. in Taxation from Fairleigh Dickinson University and is a Certified Financial Planner™ professional.
Amanda and her husband live in Texas with their two children. In her free time, she enjoys spending time outdoors with her family and their French bulldog.
敬请提供有关您的个人资料,我们的客户服务团队人员将会与您联络。
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料,我们的客户服务团队人员将会与您联络。
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品(可能包括银行管理账户及托管)乃由 JPMorgan Chase Bank, N.A.及其关联公司(合称「摩根大通银行」 )作为其一部分信托及委托服务而提供。其他投资产品及服务(例如证券经纪及咨询账户)乃由 摩根大通证券(J.P. Morgan Securities LLC)(「摩根大通证券」)提供。摩根大通证券是金融业监管局和证券投资者保护公司的成员。摩根大通银行及摩根大通证券均为受摩根大通共同控制的关联公司。产品不一定于美国所有州份提供。请与本网站内容一并阅览法律免责声明。