Marilyn R. VelasquezMarilyn R. VelasquezSenior Client Associate
About Marilyn
Marilyn Velasquez is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Hamlin Fine Group, Marilyn provides operational and administrative support for highnet-worth individuals and families. Her responsibilities include coordinating operational aspects for the team. She works diligently to deliver an excellent customer service experience.
With 24 years of experience in financial services, Marilyn began her career in 1999 at Morgan Stanley Dean Witter as a Cashier/Client Services Associate. She moved to UBS, where she gained valuable relationship management background before joining J.P. Morgan in 2017. Marilyn is an important member of the team. She holds FINRA Series 7 and 66 securities licenses.
Marilyn lives in Covina with her husband, Fernando, and daughter, Amber. Outside of work, she enjoys traveling and spending time with her family. Marilyn volunteers at her daughter's school and dance company. She especially loves watching her compete in dance competitions.
Insights
Cybersecurity
Family social media guidelines: Sharing vs. security
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Cybersecurity
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Family Legacy
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Wealth Planning
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Family Legacy
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Family Legacy
Using donor-advised funds to create college scholarships
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Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowCybersecurity
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read NowMarkets and Economy
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowFamily Legacy
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowFamily Legacy
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowMarkets and Economy
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowFamily Legacy
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September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowFamily Legacy
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
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