Liz WeikesLiz Weikes
Managing Director
Wealth Partner

"My deep industry knowledge and ability to evaluate and respond to evolving market conditions help me build financial strategies that seek appropriate returns."

Awards and Industry Recognition

Featured in
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Barron's

Top 100 Private Wealth Management Teams
2021
Top 1,200 Financial Advisors
2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019
Top 100 Women Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018

Forbes

America’s Top Wealth Management Teams
2024 • 2023 • 2022
Top Wealth Advisors Best-In-State
2024 • 2023 • 2022 • 2021 • 2020 • 2019
Top 100 Women Wealth Advisors
2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018
Top Next-Gen Wealth Advisors
2021 • 2020 • 2019 • 2018 • 2017
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Women Wealth Advisors Best-In-State
2025 • 2024 • 2023

About Liz

Liz Weikes is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As the founding partner of her team, Liz draws on her blended capabilities to offer family office wealth management and high-level executional services. With more than 17 years of experience helping clients navigate complex wealth planning, Liz has earned a reputation for executional excellence with her clients, comprised of ultra-high-net-worth families, C-suite executives, and foundations. She is a member of the J.P. Morgan Wealth Management Portfolio Manager Program and manages her clients' assets holistically with a family office-style model. She offers comprehensive investment strategies and active portfolio management, and the capabilities of JPMorgan Chase important to her clients, including philanthropic advisory, estate planning, banking, and lending.

A graduate of Indiana University, Bloomington with a B.A. in Political Science and Finance, Liz took a nontraditional path to Wall Street and began her career at the British Embassy working for the Department of International Trade. She joined a J.P. Morgan predecessor firm in 2006, managing money for wealthy families and trading for institutions.

Liz is dedicated to supporting financial literacy and educational opportunities in her industry, and has aligned her charitable and mentorship support alongside diversity and inclusion efforts to empower youth.

She has gifted The Liz Weikes Scholarship for Women in Finance to Indiana University's Kelley School of Business to raise opportunities for women in wealth management. Liz serves on the Prince's Trust USA Board of Trustees as well as the Board of Visitors for the Colin Powell School for Civic and Global Leadership at the City College of New York. She also continues her support as a 100 Women In Finance Angel, as well as serving on the Advisory Board for Women's Leadership Alliance, a foundation dedicated to women in the field of financial advisory services.

Liz lives in Greenwich, Connecticut with her family. When not in the office, you will find Liz on the tennis court or at the beach on her paddleboard.

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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