Samantha CollazoSamantha CollazoClient Associate
About Samantha
Samantha Collazo is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Degenaars Babb Group, Samantha provides administrative and customer service support for high-net-worth individuals and families, successful professionals, endowments and foundations. Her responsibilities include client onboarding, fund transfer, addressing inquiries, monitoring transactions, and ad hoc requests. Samantha serves as a dedicated resource for all client concerns.
Samantha graduated from Florida Gulf Coast University with a B.S. in Marketing. With four years of experience in financial services, she began her career in 2019 at Fiduciary Trust International as an Administrative Assistant. Samantha then moved to First Republic Bank, then J.P. Morgan Wealth Management, where she gained valuable relationship management experience.
Samantha lives in Hoboken, NJ. In her free time, she enjoys spending weekends in the City, trying new restaurants, and spending time with friends and family.
Insights
Cybersecurity
5 ways to boost your kids’ fraud prevention savvy
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Investing
The agony & the ecstasy
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Outlook
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Retirement
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October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Wealth Planning
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Wealth Planning
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Fraud
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October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Markets
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowCybersecurity
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowInvesting
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowMarkets
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowOutlook
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowRetirement
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowWealth Planning
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowWealth Planning
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowFraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowMarkets
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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