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 J.P. Morgan's resources including investment management, wealth & estate planning, banking and lending.

Rafa has a B.S. in Finance, a B.S. in Economics and a minor in French from the University of South Carolina. He has over 20 years of industry experience and an unwavering commitment to providing his clients with the highest level of service. Before joining J.P. Morgan, he was a Senior Vice President at Wells Fargo.

Devoted to his community, Rafa is actively involved with ICU Baby, Sylvester Cancer Center at the University of Miami, and St. Stephens Episcopal Day School as part of their 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

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.