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
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
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May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
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Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now