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
Outlook
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
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January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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