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
Insights
Markets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Wealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
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Wealth Planning
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November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
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Family Legacy
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The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowWealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowWealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowInvesting
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowWealth Planning
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November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read NowWealth Planning
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November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read NowMarkets and Economy
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read NowFamily Legacy
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read NowFamily Legacy
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
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