Sarah DiazSarah DiazSenior Client Associate
About Sarah
Sarah Diaz is a Senior Client Associate at J.P. Morgan Wealth Management.
Sarah provides administrative and operational support for high-net-worth individuals. Her responsibilities include addressing inquiries, ad hoc requests and coordinating the operational aspects of the team. She works diligently to deliver an excellent customer experience.
Before joining J.P. Morgan, Sarah launched her career at Ameriprise Financial in 2019. She then moved to Raymond James, followed by J.P. Morgan Private Bank and J.P. Morgan Advisors, where she gained valuable relationship management experience. Sarah graduated from Florida International University with a B.B.A. in Finance.
Sarah lives in West Hollywood with her fiancée, Pedro. Outside of work, she enjoys traveling, visiting museums and studying architecture.
Insights
Wealth Planning
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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 NowWealth Planning
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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 NowCybersecurity
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November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
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November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
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November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
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