Vanessa Rose-Vogue Advisor Headshot image

Vanessa Rose-VogueVanessa Rose-Vogue, CFP®
Executive Director, Wealth Planner

About Vanessa

Vanessa Rose-Voge is an Executive Director on the Wealth Planning and Advice team, covering the Southeast Region for J.P. Morgan Wealth Management

Vanessa has over 20 years of experience working with high-net-worth, ultra-high-net-worth and billionaire individuals and families. She leads a human-centric practice, and her expertise helps our clients identify planning opportunities to protect themselves and their loved ones through strategies that efficiently preserve and pass on their wealth.

Vanessa has a strong foundation in estate planning, business succession, behavioral and social sciences, cross-border families, executive compensation, retirement planning, risk management, tax planning, financial planning and cross-generational private wealth. She is an attorney at law, with advanced degrees in Social Sciences and Law, a Master's degree in Law and is a CERTIFIED FINANCIAL PLANNER® professional. Vanessa brings a unique perspective to the field of Wealth Planning and Advice.

With a deep understanding of human behavior, Vanessa is adept at helping individuals and families navigate complex Wealth Planning conversations that not only look at preserving assets, but also consider the interpersonal aspects of estate protection and distribution. She seeks to help clients navigate the complexities of managing private wealth with sensitivity and insight.

Prior to joining J.P. Morgan, Vanessa was a Wealth Planner for Edward Jones, Citi Private Bank and UBS Private Bank, working with domestic and international clients investing in the United States. Prior to her career in Wealth Management, Vanessa was an attorney at Deloitte and Baker & McKenzie. She is fluent in both Spanish and English, and holds degrees from the Universidad Autonoma de Yucatan and Tulane University Law School.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Retirement

Retirement planning: Contribution limits for 2026

December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Family Legacy

Your values and hopes: What your loved ones really need to know

December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Wealth Planning

Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill

December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
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