Pamela CappsPamela Capps, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Pamela
Pamela Capps is an Executive Director, Wealth Advisor and Portfolio Manager at 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. She is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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