Head of Wealth Planning Strategy, Advice Lab
Amanda Lott is a Managing Director and Head of Wealth Planning Strategy for J.P. Morgan Private Bank. In this high-impact role, she drives the firm’s training, content and strategic approach to help clients articulate their most meaningful intentions and align their resources to these priorities.
Amanda understands that clients seek a firm that will honor what they want to accomplish, partner closely with them throughout the stages of their financial lives and revisit plans as circumstances evolve. She believes that providing individuals with this framework for sound decision-making gives them financial peace of mind and the freedom to live their best lives. Amanda is instrumental in ensuring that the firm is known for its positive engagement with clients. A goals-based advice specialist, she serves as a resource for both families and Bankers.
Bringing 15 years of experience to her role, Amanda spent seven years in New Jersey as a Wealth Advisor and equity partner with Regent Atlantic Capital. There, she chaired the firm’s Financial Planning Committee and advised clients on complex wealth, tax and estate planning issues. In 2016, Amanda returned to her home state of Texas to raise her growing family. Her work has led to her being named one of Financial Advisor magazine’s 10 Young Advisors to Watch.
Amanda attended Texas Tech University, where she received a B.S. in Personal Financial Planning and was the top graduate in the College of Human Sciences. She earned an M.S. in Taxation from Fairleigh Dickinson University. Amanda is a CERTIFIED FINANCIAL PLANNER ® professional. These credentials enable her to combine “art” with “science” as she helps clients achieve their financial goals.
As a testament to her success in the industry, Amanda received the Texas Tech Personal Financial Planning “Young Guns” Alumni Award. She has appeared on CNBC and has authored a thought-leadership paper on taxation.
Amanda and her husband, Erinn, live in Plano with their two children, Brayden and Eleanor. To relax, she likes to spend time outdoors with her family and French Bulldog, Bentley.
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投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
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