Amanda Lott Email & Phone Number
Head of Financial Planning and Advice Capabilities @ Fidelity Investments
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Amanda Lott Location
- Boston, MA, US
Amanda Lott Work
- 2025 -now Head of Financial Planning and Advice Capabilities @
- 2024 -2025 Head of Wealth Planning and Innovation @
- 2022 -2024 Head of Wealth Planning Strategy @
- 2020 -2022 Head of Goals-Based Planning @
- 2017 -2020 Wealth Strategist @
- 2016 -2016 Managing Director @ Stratford Consulting
- 2009 -2016 Partner and Co-Chair of Financial Planning Committee @ RegentAtlantic Capital, LLC
- 2008 -2008 Intern @
- 2007 -2007 Intern @ Stratford Consulting, LLC
Amanda Lott 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 Skills
- Estate Planning
- Financial Advisory
- Roth Ira Planning
- Investments
- Social Security Planning
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
Amanda Lott Summary
- Amanda Lott, based in Boston, MA, US, is currently a Head of Financial Planning and Advice Capabilities at Fidelity Investments. Amanda Lott brings experience from previous roles at J.P. Morgan Private Bank. 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 has 2 emails and 1 mobile phone numbers on RocketReach.
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