Valerie WyattValerie Wyatt, CFP®Vice PresidentBusiness Management Specialist
About Valerie
Valerie Wyatt is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management.
As a member of The Miller Group, Valerie drives business development by streamlining operations and overseeing team workflow to help provide a high level of client service. She provides goals-based wealth planning for high-net-worth families, coordinates with clients’ CPAs and estate attorneys, and supports multi‑generational planning considerations. Valerie translates client goals into data‑driven strategies, reviews liquidity needs, and leads discussions on the liability side of the balance sheet. She conducts periodic client reviews and acts as a primary point of contact for key relationships.
Valerie graduated from the University of Illinois at Urbana-Champaign. She has been with JPMorgan Chase for over 15 years and moved to wealth management with The Miller Group in 2014. She holds FINRA Series 6, 63, 7, and 66 securities licenses as well as the CERTIFIED FINANCIAL PLANNER® certification.
Valerie lives in Chicago and in her free time, she enjoys spending time with her family, traveling, and playing tennis.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S
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