
Kathy L. FrazierKathy L. FrazierVice PresidentWealth Advisor
About Kathy
Kathy L. Frazier is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. She works closely with affluent individuals and multi-generational families, bringing the culmination of her background and the knowledge that she's earned to inform her advice and the portfolios she designs and manages. She fosters longstanding relationships on a foundation of discretion, establishing an environment where her clients feel safe sharing their most meaningful aspirations and goals.
Kathy has a particular interest in engaging with women, many of whom are coming into financial independence for the first time. She guides them in growing and preserving their assets, empowering them to live their best lives as trailblazers, philanthropists and investors.
Always fascinated by the markets, Kathy launched her nearly 35-year career as a trader on the front lines at Goldman Sachs, energized by never knowing what would happen on the 'floor' any given day. That uncertainty fueled her desire to keep studying and learning more about the dynamics of investment strategies. In 2003, she pivoted to Merrill Lynch Wealth Management to apply her capabilities in a more client-facing role.
Born and raised in Manhattan, Kathy is a proud alumna of The Spence School, where she has served on the Board of Trustees. She is a graduate of Amherst College, where she received a B.A. in Economics. She earned an M.B.A. from The Wharton School of Business at the University of Pennsylvania.
Kathy's career has been shaped by tremendous female mentors along the way. At each point in her journey, they were instrumental in giving sage advice that sent her in the direction of success. Kathy is driven to give back for all she has received and was a Big Sister in the Big Brothers/ Big Sister Program. She was the first Chairwoman of Figure Skating in Harlem, taking the organization from its infancy to an enterprise devoted to transforming girls' lives so they can grow in confidence, leadership and academic achievement.
Always in pursuit of the perfect golf game, Kathy spends the majority of her time in Manhattan, with frequent trips to Oregon and Hawaii.
Insights

The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
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How policy, politics and profits are shaping market momentum
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How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
