Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2026 • 2025 • 2024
America's Top Wealth Management Teams
2025 • 2024

Barron's

Top 250 Private Wealth Management Teams
2026 • 2025 • 2024

About Vincent

Vincent Zappola is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
He joined the firm in 2023 from First Republic, where he worked for two years. Before that, Vincent was a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management in New York. Previously, he worked as an analyst and trader for an ultra-high-net-worth family office and a long-short equity hedge fund. He began his career at A.G. Edwards in 2000.
Though he spent years as an analyst, Vincent has long provided clients with simple explanations about portfolio strategies and tactics—recognizing their desire to "uncomplicate" complex financial topics. He believes that being "hands on and ears open" is the best way to serve clients, listening closely to what they say (and may not say).
Vincent enjoys serving clients who value experienced guidance and tackling challenges that weigh on their minds. Employing his goals-based approach, he feels privileged see them go from Point A to Point B, while educating them along the way.
A graduate of North Carolina State University, Vincent holds a B.S. in Business Management with a concentration in Finance. He is also a CFA® Charterholder and a member of the Chartered Market Technician (CMT) Association.
Vincent and his wife, Nicole, live on the Upper East Side of Manhattan, love Central Park, exploring new restaurants and time at the beach. He is a loyal fan of the Yankees, Knicks and Rangers.

Insights

Markets and Economy

Is the momentum trade over?

June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
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Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
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Business Planning

Business succession planning: Building an effective team

June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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