
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

After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now