About Emily

Emily Krivacek is an Investment Associate with J.P. Morgan Wealth Management.

She provides operational and client service support for high-net-worth individuals and their families. Emily's responsibilities include executing trades, funds transfers, maintaining account records and ad hoc requests. She works diligently to deliver an excellent customer experience.

Emily graduated from the University of North Texas with a B.A. in General Studies. With 13 years of experience in financial services, she began her career in 2004 at Merrill Lynch as a Client Associate and then moved to Morgan Stanley, where she built a reputation for attention to detail. Emily joined J.P. Morgan in 2017 with her team. She holds FINRA Series 7 and 66 licenses.

Emily and her husband, Michael, live in Plano with their two young daughters. She enjoys chasing after her two kids, traveling the world and reading historical novels.

Insights

Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy

The value of family engagement and governance in wealth planning

May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
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How to successfully gift to heirs

May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
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