Ana Del ValleAna Del ValleClient Associate
About Ana
Ana del Valle is a Client Associate at J.P. Morgan Wealth Management.
As a member of The M2 Group, Ana provides operational and administrative support to advisors and the high-networth individuals they serve, helping ensure the day-today needs of clients are handled thoughtfully and efficiently.
Ana's responsibilities include managing onboarding procedures, facilitating wire transfers and maintaining account records. She serves as a liaison to other departments within the firm, helping coordinate resources and support seamless communication.
Ana began her career at J.P. Morgan in 2024. Before joining the firm, she served as a Senior Legislative Aide in the Florida Senate, where she oversaw state policy initiatives and budget appropriations. Ana graduated from Florida International University with a B.A. in International Relations and Political Science. She holds the FINRA Series 7 and 66 securities licenses.
Insights
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