Emily PaceEmily PaceClient Associate
About Emily
Emily Pace is a Client Associate with The MTN Group at J.P. Morgan Wealth Management.
Emily provides operational and administrative support for high-net-worth individuals and families. Emily's responsibilities include a wide range of day-to-day client and team-related activities where she delivers an exceptional and efficient client experience.
Emily attended Texas Woman's University and has over eight years of experience in wealth management and banking. She began her career in financial services as a teller for Wells Fargo where she was quickly promoted and progressively took on more responsibilities. Her experience as a relationship banker and a personal banker helped her prepare for a career in wealth management administration and operations. She holds FINRA Series 6, 63, 65 and 7 securities licenses as well as a Life, Health, and Annuity Insurance licenses in the State of Texas.
Emily is a devoted mother of three children. Her dedication and persistence are her superpowers.
Insights
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December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowDonor-advised funds vs. private foundations: How to choose your giving strategy
December 12, 2024Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowNovember 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now3 key motivations for giving this season
December 12, 2024The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now