Ria Taggart is a Vice President and Business Management Specialist with J.P. Morgan Wealth Management. Ria acts as a client advocate, bringing to bear the full resources of the company to identify, address and solve each client's unique issues. Her results-oriented, customized approach is augmented by her deep industry experience.
No two clients are alike and neither are their aspirations or objectives. Ria believes listening to her clients is the only way to begin identifying their issues. After conducting an extensive client evaluation, Ria is able to harness the customized strategies offered by the Taggart Group to help ensure the best possible chance for investment and financial success. Furthermore, Ria will provide ongoing client evaluation to identify changes or updates to her clients' financial objectives.
Over the course of her career, Ria has built a well-diversified capability set that includes business development, strategic marketing and investor relations. She has worked as a Portfolio Assistant, Client Associate and Wealth Partner for a variety of wealth management firms, including Smith Barney, Morgan Stanley and Merrill Lynch. While at Merrill Lynch, Ria was in the Private Banking and Investment Group, an area dedicated to serving the firm's highest net-worth clients. In addition, she served as the team lead for one of the firm's highest-producing wealth management groups in New York City. She and the other members of the Taggart Group joined J.P. Morgan in 2018 in order to offer their clients the capabilities of a world-class global financial firm.
Ria holds the Series 7 and 63 licenses.