Sylvia VillalpandoSylvia VillalpandoClient Service Administrator
About Sylvia
Sylvia Villalpando is a Client Service Administrator at J.P. Morgan Wealth Management.
With more than four decades of experience in wealth management, Sylvia offers hands-on knowledge and a heartfelt ability to relate to clients, sharing the insight and wisdom she has gained from supporting an accomplished clientele. An integral member of The Barnes Chung Lally Group, Sylvia is a source of continuity for families, intimately familiar with their preferences, interests and needs. To each relationship, she offers warmth, attentiveness, and an eagerness to make clients' lives simpler and easier. Within the team, Sylvia assists in all administrative and client-service functions, while also mentoring other Client Associates to help them gain facility with firm processes and routines.
Sylvia has worked with Joe Lally Senior for more than 35 years, providing a strong sense of stability to clients and their families. Prior to moving to J.P. Morgan Wealth Management with her team in 2023, she was a Senior Client Service Associate with First Republic Private Wealth Management. Her career also includes more than 30 years at UBS and its predecessor firm, PaineWebber, as well as a tenure with Hambrecht & Quist, where she focused on the needs of high-net-worth clients and institutions. She began her career in 1984 at Kidder Peabody as a Sales Associate.
Sylvia and her husband live in Glendale and have two sons. In her free time, Sylvia loves to go to the movies and explore new restaurants in and around Los Angeles. She has rediscovered her love of painting, particularly watercolors. Weekends and evenings, you will often find her cooking and baking—two of her culinary pleasures.
Insights
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Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now3 ways to stay active while in retirement
April 16, 2024Staying 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 NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now