About Amanda

Amanda Alvarez is a Wealth Advisor at J.P. Morgan Wealth Management.

As an important member of The GGC Group, Amanda delivers wealth advisory guidance to tech entrepreneurs, women in finance and C-suite executives. She also works with centers of influence, including attorneys, accountants and other successful professionals.

Amanda crafts wealth plans that align with her clients' goals, beginning with their current asset allocation and outlining scenarios that can help them pursue their aspirations. She couples her team's experience with J.P. Morgan's wealth management platform and specialists to construct investment strategies and address other sophisticated goals that accompany substantial assets. Fluent in Italian, Amanda has a particular interest in advising affluent individuals in the Italian-American community. She is active in the Italian Chamber of Commerce, where she enjoys networking and connecting like-minded individuals to build connections and share synergies.

Amanda spent more than seven years in branch banking honing her client service skills, beginning at TD Bank before joining J.P. Morgan Chase in 2016. There, she was named a President's Club Banker and ranked Top 100 in the country for five years in a row, an amazing testament to her persistence and active follow-up. In 2023, Amanda embarked on a new chapter to accept the challenge of an advisory role. She moved to The GGC Group at J.P. Morgan Advisors to take her relationship-building experience to the next level.

A graduate of Temple University, Amanda earned a B.B.A. in Marketing and a minor in Italian, studying at the Temple University Rome campus. She also studied fashion and appreciates the similarities in designing wealth plans that are tailored to each client.

A graduate of Temple University, Amanda earned a B.B.A. in Marketing and a minor in Italian, studying at the Temple University Rome campus. She also studied fashion and appreciates the similarities in designing wealth plans that are tailored to each client.

Insights

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