
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

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Financial considerations for multigenerational households
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The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
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May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now