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

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.