About Bianca

Bianca Rodrigues is a Client Associate with J.P. Morgan Wealth Management. As a member of The Woolf Group, she supports the team in providing investment services to a variety of clients, including high-net-worth individuals and their families, corporate executives and retirees. Bianca is focused on providing a superior client service experience for her clients, and is responsible for preparing financial reports, addressing client inquiries, executing trades and monitoring transactions. She is committed to ensuring that her clients and team have accurate and timely information to guide their investment decisions.

Bianca graduated from Emmanuel College with a B.S. degree in Business Management, specifically with a concentration in Finance and Marketing. She worked in various internship positions throughout college in Finance and Marketing before concentrating her career interests in Financial Services. Bianca joined J.P. Morgan in 2018 and is vital to the success of her group. She holds FINRA SIE, Series 7 and Series 63 licenses.

As an Undergraduate, Bianca was selected to tutor and mentor incoming students who were struggling with course work and adjusting to campus life. She lives in Wellesley, MA and in her free time, enjoys traveling with friends and family, trying new restaurants and participating in outdoor sports.

Insights

Wealth Planning

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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

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Investing

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(617) 654-2458bianca.rodrigues@jpmorgan.com