Nancy F. Romero RamirezNancy F. Romero RamirezInvestment Associate
About Nancy
Nancy Romero Ramirez is an Investment Associate at J.P. Morgan Wealth Management.
Nancy develops deep relationships with the clients she advises, helping them evaluate their options and pursue their goals across multiple facets of their wealth. An attentive listener, she takes the time to understand each client's situation, engaging in multiple discussions to discern a client's financial priorities, aspirations and needs. This immediacy continues throughout each relationship, allowing Nancy to walk with clients through key crossroads in their lives.
Clients from varied paths engage Nancy's assistance. Some are approaching—or already enjoying— retirement. Others are actively building their wealth as founders of companies, executives, professionals or investors. Whatever a client's background, Nancy offers a diligent work ethic and reliable follow-through. She notes that her team is highly skilled in designing steady cash flow to maintain clients' lifestyles—an overarching goal of their investment process. Nancy also connects clients to a suite of complementary capabilities, including financial planning, trust and estate planning services, pre-liquidity event planning and retirement analysis.
At the core of Nancy's approach is her desire to exceed client expectations. She believes the team's service model is without equal—allowing clients to delegate administrative details and regain more time in their lives. Nancy also serves as a member of the team's Investment Committee, contributing to the management of its proprietary investment program, which features a long-term track record.
Nancy joined J.P. Morgan Wealth Management in 2023, moving with her team. Previously, she served as an Investment Specialist and Associate Director with First Republic Private Wealth Management. Her background includes more than seven years with Merrill Lynch and Bank of America, where she worked as a Financial Advisor. Nancy began her wealth-management career in 2015.
Nancy earned her B.A. in Accounting and Finance with Honors from the Tecnológico de Monterrey in Mexico, where she served as president of the Technology Students Association.
Nancy and her husband, Joemmanuel, live in Bellevue and volunteer regularly in STEM education for underserved communities, making a difference in the lives of young people and inspiring the next generation of leaders.
Insights
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
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How you may benefit from tax-loss harvesting
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How to prepare for Tax Day as a small business owner
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The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
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Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowThe quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
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January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now