Joseph ReinaJoseph Reina, CFP®Executive Director, Client Specialist
About Joseph
Joseph Reina is an Executive Director and Client Specialist covering the Texas region at J.P. Morgan Wealth Management.
Joe delivers comprehensive wealth management strategies to high- and ultra-high-net-worth individuals, trusts, estates and institutions. With a focus on understanding each client's goals and objectives, Joe is committed to providing white-glove, concierge service that leverages J.P. Morgan's vast resources to create customized approaches that help meet their needs.
Joe joined J.P. Morgan in 2024 from a role as a Senior Wealth Advisor at CLA (CliftonLarsonAllen). There, he developed and managed a book of high- and ultra-high- net-worth clients, prioritizing serving business owners and crafting complex tax strategies. He provided a suite of wealth management services spanning investment management, cash flow optimization and insurance compliance along with financial, tax and estate planning. He also advised clients through major liquidity events and business transitions.
Earlier in his career, Joe was a Financial Consultant at Fidelity Investments, where he worked with high- and ultra-high-net-worth clients on investment management and financial and retirement planning.
A graduate of Southern Methodist University with an M.B.A. in Finance, Joe also holds a B.A. in International Political Economics from the University of Texas at Dallas, where he continues to serve as a scholarship and education mentor for the Phi Gamma Delta fraternity. He holds the CERTIFIED FINANCIAL PLANNER® designation.
Joe lives in Dallas with his wife, Lauren, and their dog, Remy. He plays a wide range of sports, including golf and hockey. He also enjoys traveling and is actively involved in his church community.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowAI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCommunicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowFundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWhat will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now