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Michael RevillaMichael Revilla, CFP®Executive DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Michael
Michael Revilla is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
Michael serves the sophisticated needs of wealthy families and institutions across the U.S. and Latin America. His focus is on advising them throughout their financial lives, helping transform their success into a meaningful legacy.
With over two decades in the industry, Michael's strengths include portfolio management, comprehensive planning and impeccable service. He spent the majority of his career with Raymond James before joining J.P. Morgan in 2022. Michael was drawn to the firm for the opportunity to offer clients the resources of one of the best financial institutions in the world. Humble, honest and transparent, he is driven to always place clients' needs first and foremost.
Michael earned a B.S.B.A. in Finance from the Warrington College of Business at the University of Florida. He is proud to hold the CERTIFIED FINANCIAL PLANNER® designation, which attests to his rigor in developing wealth management strategies that target short- and long-term goals.
Born and raised in Miami, Michael is truly entrenched in his community. He is passionate about mentoring young people both in and out of the financial services industry. He coaches basketball at the Boys and Girls Clubs of Miami-Dade and is a Young Leader of the United Way. Michael and his wife, Tania, are the proud parents of Mackenzie and Mathew. In his spare time, he enjoys spending time with his family, traveling, playing golf and basketball and working out.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
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Selling stock under a 10b5-1 plan
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Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now