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Amanda Lott

Amanda Lott works with families to identify the intent for their wealth and align their resources and strategies accordingly, ensuring that the mission of each dollar is known and accomplished. As a Wealth Strategist of J.P. Morgan Private Bank’s South region, she helps families articulate their values
and communicate to prevent missteps, counter-productive behaviors or future family conflict. She believes that providing clients clarity and a framework for how money decisions are made within their family gives them financial peace and freedom to live their best life. With a B.S. in Personal Financial Planning from Texas Tech University and an M.S. in Taxation from Fairleigh Dickinson University, Amanda marries “art” and “science” to help clients achieve their financial goals.

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