Amanda Lott's Location
Texas, United States
Amanda Lott's Work
Amanda Lott's Education
Fairleigh Dickinson University
Master of Science (Taxation)
2012 - 2015
Texas Tech University
Bachelor of Science (B.S.) (Personal Financial Planning)
2005 - 2008
Ursuline Academy of Dallas
2001 - 2005
Amanda Lott's Skills
Amanda Lott's Summary
Amanda Lott, based in Texas, United States, is currently a Head of Wealth Planning Strategy at J.P. Morgan Private Bank, bringing experience from previous roles at J.P. Morgan Private Bank, Stratford Consulting and RegentAtlantic Capital, LLC. Amanda Lott holds a 2012 - 2015 Master of Science in Taxation @ Fairleigh Dickinson University. With a robust skill set that includes Estate Planning, Financial Advisory, Roth Ira Planning, Investments, Social Security Planning and more, Amanda Lott contributes valuable insights to the industry. Amanda Lott has 3 emails on RocketReach.