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
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