Amanda Lott
Head of Financial Planning & Advice Capabilities | Fidelity Investments
- Role
- Head of Financial Planning & Advice Capabilities at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Amanda Lott
As the Head of Financial Planning & Advice Capabilities at Fidelity Investments, I lead a talented team focused on delivering scalable, personalized advice that helps millions of clients make confident financial decisions. We are responsible for the tools, experiences, and strategic vision that power how Fidelity delivers advice - whether through advisors, digitally, or a combination of both.In this role, I focus on modernizing and enhancing how we connect clients\' goals with comprehensive wealth planning. From retirement and education planning to asset location and estate strategies, we\'re building the future of advice by combining behavioral insights, innovative technology, and deep planning expertise. I partner across Fidelity\'s Wealth, Workplace, and Brokerage businesses to create consistent, impactful experiences that meet clients where they are.I\'m passionate about making advice more accessible and actionable, empowering both clients and the associates who serve them. I believe the best outcomes come from cross-functional collaboration and from investing in a diverse, purpose-driven team committed to helping more people, and helping people more.
Experience
Head of Financial Planning & Advice Capabilities
May 2025 — Present · Boston, MA, US
As the Head of Financial Planning & Advice Capabilities at Fidelity Investments, I lead a talented team focused on delivering scalable, personalized advice that helps millions of clients make confident financial decisions. We are responsible for the tools, experiences, and strategic vision that power how Fidelity delivers advice - whether through advisors, digitally, or a combination of both.In this role, I focus on modernizing and enhancing how we connect clients\' goals with comprehensive wealth planning. From retirement and education planning to asset location and estate strategies, we\'re building the future of advice by combining behavioral insights, innovative technology, and deep planning expertise. I partner across Fidelity\'s Wealth, Workplace, and Brokerage businesses to create consistent, impactful experiences that meet clients where they are.I\'m passionate about making advice more accessible and actionable, empowering both clients and the associates who serve them. I believe the best outcomes come from cross-functional collaboration and from investing in a diverse, purpose-driven team committed to helping more people, and helping people more.
Education
Fairleigh Dickinson University
Master of Science
2012 — 2015
Texas Tech University
Bachelor of Science (B.S.)
2005 — 2008
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