Daveona HarrisDaveona HarrisClient Services Associate
About Daveona
As a Client Service Associate for The Burns Troop Team at J.P Morgan Wealth Management, Daveona Harris assists in providing excellent service for the teams' diverse portfolio of clientele. As a trusted member of the team, Daveona serves as an additional point of contact for clients and helps to deliver growth and client satisfaction. Through interacting with clients and understanding their needs, she acts as the operational powerhouse for the team. Mitigating operational risk and facilitating new client and account onboarding name a few of Daveona's day to day tasks.
Prior to becoming a Client Service Associate, Daveona worked as a Client Onboarding Specialist for the firm. Providing back office onboarding support to multiple sales teams in the firms California, Illinois, and Texas offices. Daveona is originally from Chicago, Illinois where she attended Loyola University Chicago with a bachelor's degree in Forensic Science. In her free time, she enjoys spending time with her loved ones, volunteer work, playing tennis and reading.
Insights
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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Market whiplash: Will the Fed get inflation under control?
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Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
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April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now