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
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now