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
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now