Amanda Lott is an Executive Director and Head of Goals-Based Planning 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 more than a decade 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 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.