Vanessa Rose-VogeVanessa Rose-Voge
Executive Director, Wealth Planning and Advice

About Vanessa

Vanessa Rose-Voge is an Executive Director on the Wealth Planning and Advice team, covering the Southeast Region for J.P. Morgan Wealth Management.

Vanessa has over 20 years of experience working with high-net-worth, ultrahigh-net-worth and billionaire individuals and families. She leads a humancentric practice, and her expertise helps our clients identify planning opportunities to protect themselves and their loved ones through strategies that efficiently preserve and pass on their wealth.

Vanessa has a strong foundation in estate planning, business succession, behavioral and social sciences, cross-border families, executive compensation, retirement planning, risk management, tax planning, financial planning and cross-generational private wealth. She is an attorney at law, with advanced degrees in Social Sciences and Law, a Master's degree in Law and a CERTIFIED FINANCIAL PLANNERTM certification. Vanessa brings a unique perspective to the field of Wealth Planning and Advice.

With a deep understanding of human behavior, Vanessa is adept at helping individuals and families navigate complex Wealth Planning conversations that not only look at protecting assets, but also consider the interpersonal aspects of estate protection and distribution. She has a proven track record of helping clients navigate the complexities of managing private wealth with sensitivity and expertise.

Prior to joining J.P. Morgan, Vanessa was a Wealth Planner for Edward Jones, Citi Private Bank and UBS Private Bank, working with domestic and international clients investing in the United States. Prior to her career in Wealth Management, Vanessa was an attorney at Deloitte and Baker & McKenzie. She is fluent in both Spanish and English, and holds degrees from the Universidad Autonoma de Yucatan and Tulane University Law School.


Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now

Eye 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 Now

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now