Miranda HolmesMiranda Holmes, CFP®, ChFC®, CRPC®Managing Director, Wealth Planner
About Miranda
Miranda Holmes is a Managing Director, Wealth Planner and the Northwest Team Lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
A CERTIFIED FINANCIAL PLANNER® professional, Miranda brings more than 25 years of experience consulting with high- and ultra-high-net-worth clients and their families on important objectives and goals. Her focus is on executive compensation and benefit planning, concentrated stock positions, private equity and venture capital interests, the formation of family entities, closely held businesses, gifting strategies and other multi-generational wealth transfer planning strategies. Miranda is also skilled in income and cash flow planning, estate planning, philanthropic planning and the implementation of risk management strategies. She has also obtained the Chartered Financial Consultant® and Chartered Retirement Planning CounselorSM designations.
Miranda joined J.P. Morgan Wealth Management in 2023 after serving as a Senior Managing Director and Advanced Planner at First Republic Private Wealth Management for more than a decade. Previously, she was a Director and Senior Private Planner at UBS Financial Services, a Wealth Planning Specialist at Wells Fargo, a Financial Planning Specialist at Merrill Lynch, and a Financial Planner at Prudential Financial Planning.
Active in her local community, Miranda is a past President of the San Francisco Estate Planning Council and is a member of the Financial Planning Association. She earned her B.F.A. with Honors in Theatre from the University of California, Santa Barbara.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Chartered Financial Consultant® ("ChFC®") are registered trademarks owned by The American College of Financial Services.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
When 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 Now
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April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.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 Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
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April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now