Rafael UrquidiRafael UrquidiExecutive DirectorWealth Advisor
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
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November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now