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
- Head of Financial Planning and Advice Capabilities @ (May 2025 - Present)
- Head of Wealth Planning and Innovation @ (March 2024 - May 2025)
- Head of Wealth Planning Strategy @ (January 2022 - March 2024)
- Head of Goals-Based Planning @ (August 2020 - January 2022)
- Wealth Strategist @ (February 2017 - August 2020)
- Managing Director @ Stratford Consulting (May 2016 - August 2016)
- Partner and Co-Chair of Financial Planning Committee @ RegentAtlantic Capital, LLC (January 2009 - April 2016)
- Intern @ (May 2008 - December 2008)
- Intern @ Stratford Consulting, LLC (May 2007 - August 2007)
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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