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
Markets and Economy
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
Wealth Planning
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Family Legacy
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Family Legacy
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
Wealth Planning
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
Wealth Planning
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
Wealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Markets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
Investing
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowMarkets and Economy
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowWealth Planning
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowFamily Legacy
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowFamily Legacy
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowWealth Planning
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWealth Planning
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowWealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
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