
Brenda TravagliniBrenda TravagliniManaging DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Brenda
Brenda Travaglini is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
In 2023, Brenda joined the firm with her team after spending most of her 30-plus year career at BNY Mellon.
Brenda has an intuitive sense for people and their priorities. A skilled "connector" and "collaborator," she has a team mentality that brings the right people to the table on each client's behalf, allowing for thoughtful and comprehensive strategies to be developed by her colleagues and network of specialists. Brenda is passionate about cultivating professional relationships that expand her team's knowledge base.
Brenda also feels strongly about bringing clients her financial and emotional intelligence. At the outset of each relationship, she helps clients explore and articulate their most cherished goals. Later, she works alongside her colleagues to formulate a multi-pronged strategy that, in many cases, reflects objectives a client hadn't shared previously with loved ones or good friends.
Summoning her people-and-analytical skills, Brenda specializes in working with successful business owners. Her deep experience with pre- and post-liquidity strategies proves especially valuable to clients, as does her ability to orchestrate the efforts of her colleagues and clients' CPAs and attorneys.
Brenda also helps clients benefit from others she's assisted in similar positions. She feels fortunate to have a long memory and enduring relationships with clients that span generations of their families.
Upon graduation from Boston University, where she earned a B.S.B.A. in Management, Brenda joined BNY Mellon. Although she was ultimately promoted to senior management positions in San Diego and Los Angeles, she realized that she could provide greater value by working directly with clients and providing the type of clear communications she felt clients deserved and rarely received.
Brenda is a proud mom of three sons—one attending Harvard University, one at Boston University where he plays lacrosse, and one in high school. When not at home in Winchester, Brenda enjoys weekends in Cape Cod and trying to improve her golf game.
Insights

Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now