About Victoria

Victoria Kim is a Wealth Advisor with J.P. Morgan Wealth Management.

As a member of The Mastrocola Bardaro & Mehra Group, Victoria works closely with high-net-worth clients and their businesses, acting as their trusted advisor through all of life's milestones. This comprehensive approach to holistic wealth planning enables her to present sophisticated strategies that align with clients' wants and needs.

Over a career devoted to the financial industry, Victoria has witnessed the positive impact that a great wealth manager can make in the lives of clients. She began at People's United Bank before joining the Chase Private Client team in Southampton, New York and has risen through the ranks of J.P. Morgan. In 2020, Victoria moved to Boston to support the firm's New England market expansion before joining her current partners at J.P. Morgan's Mastrocola Bardaro & Mehra Group. Leveraging her intimate knowledge of the firm's rich resources, Victoria, her team, and their various specialists deliver financial strategies across investment, planning, banking and lending.

Victoria was born and raised in South Korea, educated in Guam, and attended SUNY Stony Brook, where she earned a B.S. in Psychology. Her multicultural upbringing and love for behavioral science have provided profound influences on her ability to both anticipate and adapt to the inevitable challenges of wealth advisory. She has a particular interest in advocating for women by providing advice and access that can augment their legacies as investors, philanthropists and leaders. Part and parcel, she is a member of Women on the Move, an initiative encouraging female professionals to create more opportunities for future generations.

Now living in Cambridge, Massachusetts, with her husband, Brian, Victoria enjoys creating pottery, snowboarding, and hiking. Long interested in volunteering, she is a sponsor with World Vision, helping children enjoy a healthy childhood and brighter future.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

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Business

Incentive stock options and the AMT

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