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CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc
Managing Director 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 PLANNERTM professional and a Certified Retirement Counselor®. These credentials enable her to seamlessly marry “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 piece 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.
InFRE owns Certified Retirement Counselor® and CRC® trademarks.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc
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Per ulteriori informazioni sull’attività di investimento di J.P. Morgan, compresi i nostri conti, prodotti e servizi, nonché il nostro rapporto con i clienti, è possibile consultare il nostro Modulo di autocertificazione CRS di J.P. Morgan Securities LLC e la Guida ai servizi di investimento e ai prodotti per il brokeraggio.
JPMorgan Chase Bank, N.A. e le sue consociate (collettivamente “JPMCB”) offrono prodotti d’investimento che possono includere conti gestiti dalla banca e servizi di custodia, nell’ambito dei propri servizi fiduciari e di amministrazione. Altri prodotti e servizi d’investimento, come brokeraggio e consulenza, sono offerti tramite J.P. Morgan Securities LLC (“JPMS”), membro di FINRA e SIPC. I prodotti assicurativi vengono offerti tramite Chase Insurance Agency, Inc. (CIA), un’agenzia assicurativa autorizzata, che opera come Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS e CIA sono società affiliate sotto il controllo comune di JPMorgan Chase & Co. I prodotti non sono disponibili in tutti gli Stati. Si raccomanda di leggere le Avvertenze legali unitamente a queste pagine.
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