Gilmar ValenciaGilmar ValenciaVice PresidentRelationship Manager
About Gilmar
Gilmar Valencia is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Gilmar oversees the management of The Babrick Team, contributing to its smooth operations and a high-quality client experience. Gilmar has particular depth addressing the needs and interests of high-net-worth individuals and families, serving as a reliable problem-solver, an informed guide and a capable leader who orchestrates effective collaboration across the team and the wider firm.
In addition to allocating workflow and refining the team's processes and systems, Gilmar maintains steady contact with clients, keeping them apprised of the team's efforts on their behalf. A strong relationship builder and robust communicator, Gilmar takes the time to gain a detailed understanding of each client's circumstances. With that knowledge in hand, he and his colleagues look to deliver a refined level of strategy and service that reflects the nuances of each person's situation.
Gilmar draws on significant wealth management experience. Prior to moving to J.P. Morgan Wealth Management, he was a Vice President and Client Relationship Director with First Republic Investment Management. Earlier in his career, Gilmar spent more than nine years with Goldman Sachs, where he was a Vice President and Wealth Management Professional. Active in wealth management since 2008, Gilmar earned his B.S. in Finance from the University of Wisconsin—Madison.
Outside the office, Gilmar volunteers with the POSSE Foundation, an organization that identifies high school students with academic excellence and leadership potential and connects them to prestigious colleges and universities, empowering a diverse group of leaders. A resident of Century City, Gilmar has a passion for cooking and enjoys trying new restaurants in the Los Angeles area.
Insights
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