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
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Outlook
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Markets and Economy
The rate-cutting playbook: Fixed income in focus
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Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowOutlook
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowWealth Planning
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowWealth Planning
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowWealth Planning
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowMarkets and Economy
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read NowBanking
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read NowCybersecurity
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowMarkets and Economy
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now
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