Amanda Lott is an Executive Director and Head of Goals-Based Planning for J.P. Morgan Private Bank. Amanda drives the firm’s training,
content and strategic approach to help clients articulate their most meaningful intentions and align their resources against these priorities.
She believes that providing families with a sound decision-making framework delivers financial peace of mind and the freedom to live
their best lives.
Bringing more than a decade of experience to her role, Amanda spent seven years as a Wealth Advisor and equity partner with Regent
Atlantic Capital before joining J.P. Morgan in 2017. She has appeared on CNBC and has authored a thought leadership piece on taxation.
Her work has led to her being named one of Financial Advisor Magazine’s 10 Young Advisors to Watch.
Amanda received a B.S. in Personal Financial Planning from Texas Tech University and an M.S. in Taxation from Fairleigh Dickinson
University. She holds the CERTIFIED FINANCIAL PLANNERTM designation and is a Certified Retirement Counselor®.