Elisa RicciElisa RicciClient Associate
About Elisa
Elisa Ricci is a Client Associate with J.P. Morgan Wealth Management.
Elisa Ricci is a Client Associate with the Schulman Wealth Management Group. Elisa has developed a strong foundation in client relations, consistently ensuring clients enjoy seamless and integrated experiences. Elisa supports Financial Advisors and her team by addressing client inquiries, onboarding new clients, and monitoring transactions to ensure all service needs are met. She is dedicated to delivering an exceptional client experience and is known for her proactive and detail-oriented approach.
Elisa holds an M.B.A. in Investment Management from Pace University and a B.S. in Finance from Sacred Heart University, where she was recognized for Outstanding Achievement in Finance. She holds FINRA Series 6, 63, and 7 licenses, as well as Life and Health Insurance licenses.
Elisa joined J.P. Morgan in 2025, bringing valuable experience from her previous roles as a Registered Senior Wealth Associate at Crescent Harbor Private Wealth and as a registered representative at Principal Financial Group.
A Manhattan resident, Elisa enjoys fitness, attending live music events, and spending time at the ocean with family and friends.
Insights
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