About Rafael

Rafa is an Executive Director in the Miami office of J.P. Morgan Wealth Management. Using a family office style approach, he advises high-net-worth individuals and families on all aspects of wealth management. Rafa helps his clients meet their financial goals by utilizing many of JPMorgan’s resources including investment management, wealth & estate planning, and banking and lending. He has a B.S. in Finance, a B.S. in Economics and a Minor in French from the University of South Carolina. Rafa has over 20 years of industry experience and an unwavering commitment to providing his clients with the highest level of service. Most recently, he was a Senior Vice President at Wells Fargo prior to joining J.P. Morgan. Devoted to his community, he is actively involved with ICU Baby, Sylvester Cancer Center at the University of Miami and St. Stephens Episcopal Day School as part of the Endowment Investment Committee.  In his free time, he enjoys road & mountain biking, surfing and snowboarding.  Rafa lives in Coral Gables with his wife, their three children and their two dogs.

Insights

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(305) 347-5840rafael.urquidi@jpmorgan.com