Andra NovacoviciAndra NovacoviciInvestment Associate
About Andra
Andra Novacovici is an Investment Associate with J.P. Morgan Wealth Management.
As a member of The Amato-Waldbauer Group, she handles administrative and operational activities to support the team's valuable mix of clients. Andra's responsibilities include the preparation of performance reviews, distribution of research, assistance with the team's trading, syndicate offerings, alternative investments, foreign exchange and charitable giving.
She makes herself accessible to clients to assist with online support, fund requests and banking services, and applies an investigative style to resolve complex issues and individualized projects. Andra is focused on delivering a highly personalized and professional customer service experience.
Andra graduated from The Faculty of Economics and Business Administration in Romania with a degree in Finance and Banking, as well as her Master's in Financial Markets. She began her career at New York Life Insurance Company as a Claims Analyst, where she developed the skills to carefully address individual client's needs. Andra joined J.P. Morgan Wealth Management in 2017, drawn to the firm's stellar reputation and executional platforms. She holds FINRA Series 7, 63 and 99 securities licenses.
Andra lives in New York with her husband and their two sons, where they enjoy various outdoor sports and activities and spending time with friends and family.
Insights
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November 21, 2024Concentrated 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 NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now