Amanda Lott, CFP®, is the Head of Financial Planning & Advice Capabilities at Fidelity Investments, where they lead a team dedicated to providing scalable and personalized financial advice. They focus on modernizing wealth planning by integrating technology, behavioral insights, and deep planning expertise to enhance client experiences. Previously, Amanda held significant roles at J.P. Morgan Private Bank, including Head of Goals-Based Planning and Head of Wealth Planning & Innovation. With a background as Partner and Co-Chair of the Financial Planning Committee at RegentAtlantic Capital, LLC, Amanda's career reflects a commitment to accessible and actionable financial advice. They earned their degree from Fairleigh Dickinson University.
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