Sarah DayaSarah DayaManaging Director, Central Lead, Wealth Planning and Advice
About Sarah
Sarah Daya is a Managing Director and the Central Lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
Sarah and her team are responsible for wealth planning, thought leadership and strategic planning for individual clients. This group of former practicing lawyers and CERTIFIED FINANCIAL PLANNER® professionals works directly with clients and their tax and legal advisors1 to provide experience in estate and tax planning strategies, retirement planning, restricted and control stock and stock option management, business succession planning, pre- and post-transactional planning, concentrated position management, and other personal planning strategies. Sarah and the team provide internal training to the J.P. Morgan Wealth Management sales force on these topics and also create educational content for distribution to the public.
Prior to joining J.P. Morgan Wealth Management, Sarah worked for the Internal Revenue Service on complex estate, gift and fiduciary tax matters. She began at the IRS as an Estate Tax Attorney, became a Lead Attorney/Litigation specialist and managed a group of attorneys in the Small Business/Self Employment Division – Estate and Gift Tax. Most recently she was an Attorney-Advisor with the Internal Revenue Service Office of the Chief Counsel – Income Tax and Accounting.
Sarah has deep experience in such diverse areas as captive insurance companies, installment sales, and business valuation, and, in her most recent role, drafted regulations addressing charitable workarounds for the $10,000 cap on state and local tax deductions and issued guidance on the deductibility of expenses paid using loans under the Paycheck Protection Program. In addition, Sarah was a frequent presenter for the Service on such diverse topics as responding to Freedom of Information Act requests, captive insurance companies, conservation easements, and estate and gift tax audit best practices.
Sarah earned a B.A. in Economics and Psychology from the Pennsylvania State University, a J.D. from Michigan State University College of Law and a Master of Laws (Taxation) from Georgetown University Law Center. She is a member of the State Bar of Illinois.
1Wealth Planners may work with clients' tax advisors, but do not provide tax advice.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now