
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

Financial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
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Insight 5: Continually evolve and renew the ownership portfolio
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Financial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Year-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read Now
Mind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.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
