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Adrianna MesquitaAdrianna MesquitaVice PresidentWealth Advisor
Awards and Industry Recognition
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Forbes
About Adrianna
Adrianna Mesquita is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
With over 12 years of wealth management experience, Adrianna brings her expertise to a select group of entrepreneurs and business executives, multigenerational families, institutions, and family offices to help her clients navigate the complexities of their wealth. Together with her partners, Adrianna and team leverage the sophisticated global resources and world-class research offered by J.P. Morgan to create tailored solutions for her clients.
Fluent in Portuguese and Spanish, Adrianna began her career in wealth management working with ultra-high-net-worth individuals and families across Latin America. Seeking a well-rounded global experience, she went on to advise some of the largest families and most successfully entrepreneurs and executives based in Europe, the Middle East, and Asia who needed customized access to J.P. Morgan's U.S. capabilities. She draws from these previous roles to bring a truly global perspective to every interaction, and enjoys sharing insights related to the various complexities and strategies that her clients' international peers experience day-to-day.
Born in New York's Hudson Valley and raised in a bilingual Brazilian household, Adrianna discovered the benefits of a multicultural perspective early in life. She continues to appreciate and explore different cultures through travel and food, and is passionate about learning new languages. She also enjoys genealogy as a way of personalizing history.
Adrianna received her B.A. from the State University of New York at New Paltz, and is currently pursuing her CFP® designation. She resides in the Upper East Side of Manhattan with her significant other and their Brussels Griffon.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now