Amanda Lott, CFP®

Amanda Lott is a Managing Director and a member of the J.P. Morgan Private Advisory leadership team, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.

As Head of Wealth Planning and Innovation, 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, as well as 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 at 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.