Ami NguyenAmi NguyenWealth Advisor
About Ami
Ami Nguyen is a Wealth Advisor at J.P. Morgan Wealth Management.
Ami delivers comprehensive wealth management advice and strategies to a distinguished clientele, collaborating closely with individuals and families to grasp their financial objectives and deliver customized solutions. She has an in-depth understanding of the needs of Asian Pacific Islander clients, including entrepreneurs, executives, real-estate investors, attorneys, and accountants, and works with them to create a cohesive and purposeful approach to managing substantial wealth.
Ami helps clients unify multiple facets of their wealth, leveraging J.P. Morgan's resources. Keenly attune to the needs of the rising generations, she assists families in their efforts to facilitate higher education and financial stability for their children. She articulates technical terms clearly, allowing clients to comprehend and feel at ease. Ami frequently becomes a key member of a family's inner circle, forming close relationships founded on mutual trust, and is appreciated for her dependability and sincere interest in their lives.
Ami joined JPMorgan Chase & Co in 2021, having previously served as a Private Client Banker for affluent clients, addressing specialized lending needs and enhancing banking service access. Earlier, she was a Business Development Executive at Dragon Capital Group, focusing on Vietnam and Southeast Asian capital markets, with an emphasis on institutional, onshore, and direct-channel investments.
A two-time graduate from Mercer University, Ami earned her B.B.A. in Finance and M.B.A. with a focus on Equity Valuation.
Within her community, Ami is active with the Pacific Islander Association (AAPIA), the YMCA and after-school enrichment programs for area schools. In her free time, she enjoys coaching youth swimming, participating in fundraising runs, and attending Ashtanga yoga retreats. A passionate writer, Ami has curated poetry, short stories, and journals from her travels to over 50 countries.
Insights
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