Vera RevolledoVera RevolledoWealth Advisor
About Vera
Vera Revolledo is a Wealth Advisor at J.P. Morgan Wealth Management.
Fluent in both Spanish and English, Vera was raised in a family of business owners where she learned to become financially independent and business savvy. This personal connection has given her unique insight into the challenges and opportunities faced by entrepreneurs. She is passionate about helping medical specialists enhance their practices through tailored financial strategies. Vera's experience and background make her uniquely suited to managing the financial well-being of a select group of high-net-worth individuals, business owners, nonprofit organizations, and medical professionals.
In 2005, after graduating from the University of Ricardo Palm with a B.S.B.A. and furthering her studies at Miami Dade College, Vera became a Private Banker at Chase Bank. She spent over a decade cultivating strong relationships with clients, many of whom are business owners like her family. Vera quickly distinguished herself as one of the top performing professionals in the country and earned multiple achievement accolades, awarded to her by J.P. Morgan Chase executive management.
Vera is known for her comprehensive approach. Her leadership and resourcefulness are demonstrated through her exceptional ability to build rapport with clients through her compassion and active listening to fully understand the unique needs of her clients. With her vast experience in banking and the relationships she has built inside of J.P. Morgan, Vera quickly identifies and connects clients to the resources they need to achieve their financial goals.
Vera embraces life with a philosophy that true happiness comes from navigating its complexities with joy and purpose. Outside of her professional endeavors, she enjoys cooking for her family—a passion she nurtured while graduating as a chef from Cenfotur Culinary School in Lima, Peru. Vera also finds great pleasure in traveling to exclusive events to enjoy electronic music, which reflects her appreciation for creativity and culture. Residing in Miami, Vera shares her home with two beloved rescue dogs, Aussie, an Australian Shepherd, and Benji, a Basenji, adopted from the Miami-Dade Shelter.
Insights
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May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
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May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWhat is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now