
Pamela CappsPamela Capps, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Pamela
Pamela Capps is an Executive Director 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

The duties of a trustee
August 28, 2026There 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 Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried 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 Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
The duties of a trustee
August 28, 2026There 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 Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried 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 Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
