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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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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