Sarah BoydSarah BoydBusiness Management Specialist
About Sarah
Sarah Boyd is a Business Management Specialist at J.P. Morgan Wealth Management.
As a member of The Desser Group, she provides operational support for high net-worth individuals and their families. Sarah's responsibilities include coordinating the operational aspects of the team, supporting the private equity initiatives, executing trades, onboarding procedures and inquiry research. She has a reputation for addressing daily activities in a direct and knowledgeable manner.
Sarah graduated from Evergreen State College in Olympia, Washington with a B.S. in Neuroscience. She began her career at a fiduciary firm and managed assets for disabled U.S. Veterans and then moved to JPMorgan Chase where she increased her experience of wealth management and investment strategies. Sarah joined the firm in 2011 and was a successful Private Client Banker for several years until being promoted to a Private Client Advisor role in 2019.
Sarah holds FINRA Series 6, 7, 63 and 66 securities licenses.
Sarah lives in Monterey Park with her husband and two dogs. Outside of work she loves household remodeling, hiking and watercolor painting.
Insights
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
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