Valerie WyattValerie WyattVice PresidentInvestment Associate
About Valerie
Valerie Wyatt is an Investment Associate with J.P. Morgan Wealth Management.
As a member of The Miller Group, she provides execution and problem solving support for high-net-worth individuals and families. Valerie's responsibilities include acting as a liaison for mortgage and asset-based lending, executing wire transfers, and handling ad hoc banking requests. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Valerie graduated from the University of Illinois at Urbana-Champaign. She began her career in 2010 as a banker with J.P. Morgan Chase. Valerie's success 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 then moved to Wealth Management with The Miller Group in 2014.
She holds FINRA Series 6, 63, 7, and 66 securities licenses.
Valerie lives in Chicago and in her free time, she enjoys yoga, traveling, and walking her dog.
Insights
Markets
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Business
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
Wealth Planning
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Wealth Planning
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Wealth Planning
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Markets
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
Wealth Planning
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Retirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowWealth Planning
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowBusiness
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWealth Planning
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowWealth Planning
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowWealth Planning
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowMarkets
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowRetirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.