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
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowYour guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowWhen is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhen it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read NowWhat is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowUS inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read NowIs it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read NowUS adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now