Amanda AlvarezAmanda AlvarezWealth Advisor
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
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now