
Pamela CappsPamela Capps, CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition

Forbes
About Pamela
Pamela Capps is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
Pam works with business owners, busy professionals and physicians, imparting a high level of individualized, hands-on service. She focuses on the elements of their sophisticated wealth planning so they can concentrate on their careers and enjoy their limited family time.
Pam's relationship-driven approach starts with getting to know her clients and listening to their individual goals. Whether they seek incomegenerating strategies, long-term growth, or wish to teach their heirs to be responsible stewards of wealth, she embraces each situation to determine what may work best for them. Pam has an intimate understanding of the challenges her clients face and the obstacles they've overcome. She relates to them in a way that builds confidence and trust.
With a career that spans nearly four decades, Pam began as a banker in Cape Girardeau. Later, she acquired the CERTIFIED FINANCIAL PLANNER® designation and joined Morgan Stanley's St. Louis office before moving to UBS.
Pam has followed her clients through the initial stages of reducing/ managing debt to retirement planning, cash management, investment management and lending services to support their growing business and personal credit needs. She utilizes J.P. Morgan's vast platform and strategically partners with her team and in-house professionals to help her clients pursue their goals.
Pam has been active in her community through involvement with charitable organizations such as the Zonta Club, which empowers women through service and mentorship. She has taught basic budgeting skills and encouraged young women to consider finance as a vocation. She is also involved with the St. Louis Area Food Bank and the Little Bit Foundation.
Pam and her husband, Dan, live in St. Louis, where they enjoy outdoor activities such as hiking, biking, and traveling with their four children and six grandchildren.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
