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Vincent ZappolaVincent ZappolaExecutive DirectorWealth Advisor
Awards and Industry Recognition
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Forbes
Barron's
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
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now