Liz WeikesLiz Weikes
Managing Director
Wealth Partner

"My deep industry knowledge and ability to evaluate and respond to evolving market conditions help me build financial strategies that seek appropriate returns."

Awards and Industry Recognition

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Barron's

Top 100 Private Wealth Management Teams
2021
Top 1200 Financial Advisors
2022 • 2021 • 2020 • 2019
Top 100 Women Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018

Forbes

America’s Top Wealth Management Teams
2022
Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018
America's Top Women Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018
Top Next-Gen Wealth Advisors
2021 • 2020 • 2019 • 2018 • 2017

Crain's NY

Notable Women in Financial Advice
2020

About Liz

Liz Weikes is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

As principal of The Weikes Group, Liz draws on her blended capabilities to offer family office wealth management and high- level executional services for family offices, institutions, and Foundations, as well as comprehensive investment strategies and active portfolio management for high-net-worth individuals, business owners and corporate executives.

With more than sixteen years of experience handling complex transactions, Liz has earned a reputation for executional excellence. She is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. Her deep industry knowledge and ability to respond to evolving market conditions help her to build financial strategies that seek appropriate returns.

One of Liz's distinguishing talents is the ability to look at the big picture and identify ways in which to integrate her clients' investments, income requirements and personal goals into one comprehensive wealth management plan. By looking at both sides of her clients' balance sheets and leveraging the extensive breadth of services available at J.P. Morgan, Liz addresses multifaceted and sophisticated objectives that range from wealth transfer and philanthropy to tax mitigation and business succession, and a range of custom lending and credit needs. She brings an unbiased standpoint and works alongside her clients' attorneys and accountants to ensure the entirety of each financial picture is considered.

A graduate of Indiana University, Bloomington with a B.A. in Political Science and Finance, Liz took a nontraditional path to Wall Street and began her career at the British Embassy working for the Department of International Trade. She joined a J.P. Morgan predecessor firm in 2006, managing money for wealthy families and trading for institutions.

With a dedication to support educational opportunities for the industry, Liz is a 100 Women in Finance Angel. At Indiana University's Kelley School of Business, she has gifted The Liz Weikes Scholarship for Women in Finance to raise opportunities for women in wealth management.

Additionally, Liz is a mentor for American Corporate Partners, where she helps military women transition to a career in the private sector, as well as a mentor for J.P. Morgan Bold/Advancing Black Pathways, working with students graduating from CUNY The Colin Powell School for Civic and Global Leadership. Liz serves on the advisory board for Asian University for Women, Chittagong, Bangladesh.

Liz lives in Greenwich, Connecticut with her family. When not in the office, you will find Liz on the tennis court or at the beach on her paddleboard.

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