Valerie WyattValerie WyattInvestment Associate
About Valerie
Valerie Wyatt is an Investment Associate with J.P. Morgan Wealth Management. Working with Joshua Miller, Valerie assists in developing new client relationships and manages the liability side of the balance sheet for clients. She acts as a liaison for all mortgage and asset-based lending requests. She also works closely with J.P. Morgan's dedicated banking service specialists to assist the team's clients with their banking relationships. She makes it a priority to ensure clients' accounts are all consolidated and easily accessible on the J.P. Morgan OnlineSM platform.
Valerie began her financial services career in 2009 with Community Trust Credit Union. Seeing the breadth of J.P. Morgan's platform, she advanced her career to Chase as a Banker and was recognized as a National Achiever. Valerie's success at Chase propelled her to the national banking team for J.P. Morgan, where she provided concierge banking services across the firm's national client base.
Valerie is a graduate of the University of Illinois at Urbana-Champaign. She lives blocks from the office in downtown Chicago, where she stays active in the community by volunteering with J.P. Morgan Good Works and the Special Olympics. In her free time, she enjoys yoga, tennis and traveling.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
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June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
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June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
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Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
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 NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now