Vivian LoyVivian Loy, CFP®, CDFA®, CEPA®Executive DirectorWealth Planner
About Vivian
Vivian Loy is an Executive Director and Wealth Planner at J.P. Morgan Wealth Management.
Vivian Loy serves as an Executive Director and Wealth Advisor for the Mehta Team, where she oversees client relationships and delivers comprehensive financial planning strategies. She is dedicated to helping clients navigate complex financial decisions and build long-term wealth through personalized advice and exceptional service.
A CERTIFIED FINANCIAL PLANNER® professional who also holds the Certified Divorce Financial Analyst® Certified Exit Planning Advisor® and Accredited Estate Planner® designations. Vivian brings more than 30 years of experience working with high and ultra-high-net-worth families to help create customized plans around their financial, trust and estate, risk management and philanthropic goals. She advises clients on life transition events such as retirement, business succession, divorce and widowhood.
Vivian joined J.P. Morgan Wealth Management in 2023 from First Republic Bank, where she served as a Managing Director. Previously, she was a Senior Wealth Strategist at PNC Private Bank from 2015 to 2022. Earlier, Vivian was at Bank of America Merrill Lynch as a Goals Based Consultant. She launched her planning career at U.S. Trust, where she provided comprehensive financial plans for senior executives of major institutions.
Vivian earned a B.A. in Communication from Fairleigh Dickinson University and a Certificate of Financial Planning from New York University. She is a member of the Greater New Jersey Estate Planning Council, the National Association of Estate Planners & Councils, and is a certified End of Life Doula.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
A J.P. Morgan Advisor with the Certified Divorce Financial Analyst® certification has met the education and experience requirements set by the Institute for Divorce Financial Analysts*. This gives each one insight into the specific financial issues that can arise from divorce. CDFA® certification is offered through the Institute for Divorce Financial Analysts. CDFA®-certified professionals do not practice law and do not give legal or tax advice. If legal or tax advice or other expert assistance is required, the services of a qualified professional must be sought. For more information, please visit https://institutedfa.com.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
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